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 | $65,665 | $110,257-40.4% | $96,544-32.0% | $139,434-52.9% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 20.44% | 26.32%-5.9pp | 25.84%-5.4pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,952 | $3,620-18.5% | $2,965-0.4% | $4,751-37.9% |
| Participant deferral / active EE | $8,894 | $5,548+60.3% | $4,851+83.3% | $6,710+32.5% |
| Admin fee / account holder | $242 | $11,591-97.9% | $8,252-97.1% | $11,403-97.9% |