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 | $114,870 | $132,634-13.4% | $115,768-0.8% | $137,256-16.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 16.93% | 160.70%-143.8pp | 100.46%-83.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,795 | $3,360-46.6% | $2,940-39.0% | $4,156-56.8% |
| Participant deferral / active EE | $7,430 | $5,619+32.2% | $4,917+51.1% | $6,407+16.0% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,439-99.8% | $12,270-99.8% |