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 | $49,631 | $89,355-44.5% | $141,162-64.8% | $72,985-32.0% |
| Participation rate | 97.1% | 75.1%+21.9pp | 82.5%+14.6pp | 69.5%+27.6pp |
| Annual return | 19.20% | 111.85%-92.7pp | 71.39%-52.2pp | 81.00%-61.8pp |
| Employer contribution / active EE | $2,468 | $3,114-20.8% | $4,735-47.9% | $2,440+1.2% |
| Participant deferral / active EE | $5,379 | $5,418-0.7% | $6,709-19.8% | $3,607+49.1% |
| Admin fee / account holder | $180 | $5,958-97.0% | $10,261-98.2% | $5,124-96.5% |