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 3-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 | $26,716 | $67,823-60.6% | $52,425-49.0% | $137,256-80.5% |
| Participation rate | 92.3% | 63.9%+28.4pp | 55.6%+36.7pp | 80.0%+12.3pp |
| Annual return | 19.66% | 219.11%-199.4pp | 302.12%-282.5pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,420 | $1,163+22.1% | $914+55.4% | $4,156-65.8% |
| Participant deferral / active EE | $2,807 | $2,288+22.7% | $1,790+56.8% | $6,407-56.2% |
| Admin fee / account holder | $190 | $2,844-93.3% | $2,495-92.4% | $12,270-98.5% |