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 6-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 | $22,600 | $69,207-67.3% | $64,056-64.7% | $139,434-83.8% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.3%+16.6pp | 80.3%+8.6pp |
| Annual return | 20.57% | 45.88%-25.3pp | 33.69%-13.1pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,494 | $3,182-53.1% | $2,747-45.6% | $4,751-68.6% |
| Participant deferral / active EE | $2,011 | $4,682-57.0% | $3,880-48.2% | $6,710-70.0% |
| Admin fee / account holder | $18 | $4,244-99.6% | $3,068-99.4% | $11,403-99.8% |