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 | $46,423 | $111,754-58.5% | $103,333-55.1% | $145,922-68.2% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 18.46% | 24.77%-6.3pp | 24.88%-6.4pp | 561.29%-542.8pp |
| Employer contribution / active EE | $2,101 | $4,212-50.1% | $3,868-45.7% | $4,660-54.9% |
| Participant deferral / active EE | $8,346 | $5,619+48.5% | $5,057+65.0% | $6,688+24.8% |
| Admin fee / account holder | $19 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |