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 6-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 | $14,575 | $53,822-72.9% | $75,696-80.7% | $85,850-83.0% |
| Participation rate | 92.6% | 69.1%+23.5pp | 74.8%+17.8pp | 69.3%+23.3pp |
| Annual return | 20.37% | 24.54%-4.2pp | 104.53%-84.2pp | 318.53%-298.2pp |
| Employer contribution / active EE | $2,280 | $2,017+13.1% | $2,743-16.9% | $2,565-11.1% |
| Participant deferral / active EE | $4,929 | $2,895+70.3% | $3,821+29.0% | $3,952+24.7% |
| Admin fee / account holder | $43 | $3,343-98.7% | $3,619-98.8% | $6,260-99.3% |