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 | $29,673 | $152,509-80.5% | $117,472-74.7% | $134,475-77.9% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | 75.64% | 52.99%+22.7pp | 29.74%+45.9pp | 417.96%-342.3pp |
| Employer contribution / active EE | $4,644 | $5,571-16.6% | $4,176+11.2% | $4,740-2.0% |
| Participant deferral / active EE | $2,253 | $4,818-53.2% | $4,070-44.6% | $6,400-64.8% |
| Admin fee / account holder | $25 | $7,004-99.6% | $5,645-99.6% | $11,426-99.8% |