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 7-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 | $27,263 | $112,729-75.8% | $98,716-72.4% | $137,256-80.1% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 20.73% | 38.48%-17.7pp | 31.81%-11.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $909 | $2,725-66.7% | $2,279-60.1% | $4,156-78.1% |
| Participant deferral / active EE | $4,155 | $4,640-10.5% | $4,048+2.6% | $6,407-35.2% |
| Admin fee / account holder | $89 | $10,129-99.1% | $8,703-99.0% | $12,270-99.3% |