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 7-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 | $58,429 | $114,381-48.9% | $107,525-45.7% | $142,382-59.0% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 13.88% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,372 | $4,015-16.0% | $3,754-10.2% | $4,299-21.6% |
| Participant deferral / active EE | $6,560 | $5,564+17.9% | $5,116+28.2% | $6,507+0.8% |
| Admin fee / account holder | $256 | $9,860-97.4% | $8,919-97.1% | $12,624-98.0% |