See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,068 | $80,717-73.9% | $154,803-86.4% | $84,808-75.2% |
| Participation rate | 96.3% | 66.8%+29.5pp | 78.1%+18.2pp | 68.3%+28.0pp |
| Annual return | 18.65% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,380 | $2,761-50.0% | $4,305-67.9% | $2,631-47.5% |
| Participant deferral / active EE | $2,150 | $3,303-34.9% | $5,540-61.2% | $4,212-49.0% |
| Admin fee / account holder | $259 | $6,746-96.2% | $14,329-98.2% | $7,344-96.5% |