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 | $68,073 | $124,185-45.2% | $108,410-37.2% | $167,490-59.4% |
| Participation rate | 92.9% | 82.3%+10.6pp | 80.1%+12.7pp | 82.1%+10.8pp |
| Annual return | 15.53% | 1379.64%-1364.1pp | 905.27%-889.7pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,828 | $4,187-56.3% | $3,558-48.6% | $4,837-62.2% |
| Participant deferral / active EE | $4,126 | $6,908-40.3% | $6,563-37.1% | $6,341-34.9% |
| Admin fee / account holder | $2 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |