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 | $83,330 | $114,381-27.1% | $107,525-22.5% | $142,382-41.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 13.95% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.1pp |
| Employer contribution / active EE | $2,178 | $4,015-45.8% | $3,754-42.0% | $4,299-49.3% |
| Participant deferral / active EE | $6,734 | $5,564+21.0% | $5,116+31.6% | $6,507+3.5% |
| Admin fee / account holder | $22 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |