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 | $59,716 | $102,616-41.8% | $81,983-27.2% | $158,922-62.4% |
| Participation rate | 88.9% | 75.5%+13.4pp | 69.2%+19.6pp | 82.0%+6.9pp |
| Annual return | 11.75% | 61.04%-49.3pp | 41.31%-29.6pp | 302.83%-291.1pp |
| Employer contribution / active EE | $11,973 | $3,240+269.5% | $2,498+379.3% | $4,761+151.5% |
| Participant deferral / active EE | $4,232 | $4,648-9.0% | $3,722+13.7% | $5,982-29.3% |
| Admin fee / account holder | $14 | $8,235-99.8% | $5,664-99.8% | $11,246-99.9% |