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 8-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 | $23,013 | $106,515-78.4% | $96,683-76.2% | $139,434-83.5% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 21.94% | 38.43%-16.5pp | 35.69%-13.8pp | 372.94%-351.0pp |
| Employer contribution / active EE | $1,400 | $4,103-65.9% | $3,737-62.5% | $4,751-70.5% |
| Participant deferral / active EE | $3,128 | $5,454-42.7% | $4,878-35.9% | $6,710-53.4% |
| Admin fee / account holder | $18 | $7,877-99.8% | $6,730-99.7% | $11,403-99.8% |