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 7-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 | $26,013 | $110,502-76.5% | $80,716-67.8% | $167,490-84.5% |
| Participation rate | 85.7% | 64.0%+21.8pp | 54.2%+31.5pp | 82.1%+3.6pp |
| Annual return | 11.63% | 120.54%-108.9pp | 87.28%-75.6pp | 478.56%-466.9pp |
| Employer contribution / active EE | $990 | $1,543-35.8% | $1,160-14.7% | $4,837-79.5% |
| Participant deferral / active EE | $1,752 | $2,871-39.0% | $2,146-18.3% | $6,341-72.4% |
| Admin fee / account holder | $157 | $4,545-96.6% | $3,380-95.4% | $12,309-98.7% |