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 | $174,725 | $127,264+37.3% | $109,895+59.0% | $167,490+4.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 11.77% | 22.97%-11.2pp | 29.45%-17.7pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,300 | $3,322-30.8% | $2,842-19.1% | $4,837-52.5% |
| Participant deferral / active EE | $10,250 | $4,514+127.1% | $4,048+153.2% | $6,341+61.6% |
| Admin fee / account holder | $81 | $7,114-98.9% | $6,066-98.7% | $12,309-99.3% |