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 | $63,449 | $112,729-43.7% | $98,716-35.7% | $137,256-53.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.37% | 38.48%-22.1pp | 31.81%-15.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,523 | $2,725-44.1% | $2,279-33.2% | $4,156-63.4% |
| Participant deferral / active EE | $2,439 | $4,640-47.4% | $4,048-39.7% | $6,407-61.9% |
| Admin fee / account holder | $254 | $10,129-97.5% | $8,703-97.1% | $12,270-97.9% |