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 | $93,024 | $111,754-16.8% | $103,333-10.0% | $145,922-36.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 15.32% | 24.77%-9.4pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $5,120 | $4,212+21.5% | $3,868+32.4% | $4,660+9.9% |
| Participant deferral / active EE | $6,610 | $5,619+17.7% | $5,057+30.7% | $6,688-1.2% |
| Admin fee / account holder | $17 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |