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 | $36,776 | $29,667+24.0% | $56,441-34.8% | $80,874-54.5% |
| Participation rate | 92.7% | 41.7%+51.0pp | 52.5%+40.2pp | 67.6%+25.0pp |
| Annual return | 11.04% | 35.22%-24.2pp | 1704.21%-1693.2pp | 35.62%-24.6pp |
| Employer contribution / active EE | $3,005 | $669+348.9% | $1,039+189.2% | $2,756+9.0% |
| Participant deferral / active EE | $0 | $1,227-100.0% | $1,953-100.0% | $4,297-100.0% |
| Admin fee / account holder | $76 | $2,429-96.9% | $2,829-97.3% | $6,935-98.9% |