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 | $35,284 | $227,553-84.5% | $189,557-81.4% | $167,490-78.9% |
| Participation rate | 95.7% | 82.5%+13.2pp | 78.4%+17.2pp | 82.1%+13.5pp |
| Annual return | 19.07% | 78.40%-59.3pp | 64.17%-45.1pp | 478.56%-459.5pp |
| Employer contribution / active EE | $2,064 | $5,316-61.2% | $4,412-53.2% | $4,837-57.3% |
| Participant deferral / active EE | $3,030 | $7,002-56.7% | $6,174-50.9% | $6,341-52.2% |
| Admin fee / account holder | $199 | $11,878-98.3% | $9,807-98.0% | $12,309-98.4% |