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 | $31,612 | $89,355-64.6% | $141,162-77.6% | $72,985-56.7% |
| Participation rate | 90.3% | 75.1%+15.2pp | 82.5%+7.9pp | 69.5%+20.8pp |
| Annual return | 30.97% | 111.85%-80.9pp | 71.39%-40.4pp | 81.00%-50.0pp |
| Employer contribution / active EE | $2,165 | $3,114-30.5% | $4,735-54.3% | $2,440-11.3% |
| Participant deferral / active EE | $3,546 | $5,418-34.6% | $6,709-47.2% | $3,607-1.7% |
| Admin fee / account holder | $9 | $5,958-99.9% | $10,261-99.9% | $5,124-99.8% |