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 7-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 | $11,752 | $80,717-85.4% | $154,803-92.4% | $84,808-86.1% |
| Participation rate | 90.3% | 66.8%+23.5pp | 78.1%+12.3pp | 68.3%+22.0pp |
| Annual return | 18.68% | 37.96%-19.3pp | 58.88%-40.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,110 | $2,761-59.8% | $4,305-74.2% | $2,631-57.8% |
| Participant deferral / active EE | $3,940 | $3,303+19.3% | $5,540-28.9% | $4,212-6.4% |
| Admin fee / account holder | $156 | $6,746-97.7% | $14,329-98.9% | $7,344-97.9% |