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 | $33,851 | $117,841-71.3% | $102,423-67.0% | $145,922-76.8% |
| Participation rate | 70.6% | 78.6%-8.0pp | 76.5%-5.9pp | 80.3%-9.7pp |
| Annual return | 23.41% | 31.65%-8.2pp | 29.32%-5.9pp | 561.29%-537.9pp |
| Employer contribution / active EE | $1,750 | $3,615-51.6% | $3,023-42.1% | $4,660-62.4% |
| Participant deferral / active EE | $6,154 | $5,731+7.4% | $5,053+21.8% | $6,688-8.0% |
| Admin fee / account holder | $25 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |