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 | $23,127 | $110,261-79.0% | $95,745-75.8% | $139,434-83.4% |
| Participation rate | 90.9% | 75.8%+15.2pp | 72.3%+18.6pp | 80.3%+10.6pp |
| Annual return | 20.21% | 27.11%-6.9pp | 28.35%-8.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $4,318 | $3,257+32.5% | $2,835+52.3% | $4,751-9.1% |
| Participant deferral / active EE | $2,912 | $4,676-37.7% | $4,245-31.4% | $6,710-56.6% |
| Admin fee / account holder | $118 | $6,613-98.2% | $5,678-97.9% | $11,403-99.0% |