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 | $133,922-14.2% | $116,228-1.2% | $142,382-19.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 16.93% | 147.76%-130.8pp | 90.06%-73.1pp | 217.08%-200.1pp |
| Employer contribution / active EE | $1,795 | $3,446-47.9% | $2,994-40.1% | $4,299-58.3% |
| Participant deferral / active EE | $7,430 | $5,672+31.0% | $4,953+50.0% | $6,507+14.2% |
| Admin fee / account holder | $20 | $14,945-99.9% | $11,989-99.8% | $12,624-99.8% |