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 9-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 | $21,320 | $106,890-80.1% | $84,015-74.6% | $152,861-86.1% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 19.28% | 104.99%-85.7pp | 71.31%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,523 | $2,734-44.3% | $1,983-23.2% | $4,762-68.0% |
| Participant deferral / active EE | $6,755 | $4,011+68.4% | $3,239+108.6% | $5,850+15.5% |
| Admin fee / account holder | $55 | $8,285-99.3% | $6,101-99.1% | $11,596-99.5% |