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 | $44,232 | $111,754-60.4% | $103,333-57.2% | $145,922-69.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 14.22% | 24.77%-10.5pp | 24.88%-10.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,230 | $4,212-47.1% | $3,868-42.3% | $4,660-52.1% |
| Participant deferral / active EE | $6,507 | $5,619+15.8% | $5,057+28.7% | $6,688-2.7% |
| Admin fee / account holder | $8 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |