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 | $59,079 | $109,881-46.2% | $150,045-60.6% | $84,808-30.3% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 19.38% | 28.25%-8.9pp | 62.55%-43.2pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,245 | $3,561-8.9% | $4,693-30.9% | $2,631+23.3% |
| Participant deferral / active EE | $7,455 | $6,636+12.3% | $7,997-6.8% | $4,212+77.0% |
| Admin fee / account holder | $62 | $8,568-99.3% | $13,435-99.5% | $7,344-99.2% |