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 | $29,868 | $70,606-57.7% | $53,898-44.6% | $142,382-79.0% |
| Participation rate | 76.9% | 63.7%+13.2pp | 55.0%+22.0pp | 80.1%-3.2pp |
| Annual return | 11.31% | 619.81%-608.5pp | 528.60%-517.3pp | 217.08%-205.8pp |
| Employer contribution / active EE | $1,680 | $1,202+39.8% | $932+80.3% | $4,299-60.9% |
| Participant deferral / active EE | $2,473 | $2,364+4.6% | $1,826+35.4% | $6,507-62.0% |
| Admin fee / account holder | $25 | $2,852-99.1% | $2,491-99.0% | $12,624-99.8% |