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 | $25,957 | $102,966-74.8% | $90,281-71.2% | $152,861-83.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 25.41% | 95.16%-69.8pp | 78.10%-52.7pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,244 | $3,139-60.4% | $2,854-56.4% | $4,762-73.9% |
| Participant deferral / active EE | $4,165 | $4,281-2.7% | $3,885+7.2% | $5,850-28.8% |
| Admin fee / account holder | $67 | $6,171-98.9% | $5,351-98.8% | $11,596-99.4% |