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 | $28,111 | $107,334-73.8% | $92,893-69.7% | $152,861-81.6% |
| Participation rate | 76.2% | 79.8%-3.6pp | 76.0%+0.2pp | 82.4%-6.3pp |
| Annual return | 22.90% | 145.58%-122.7pp | 109.41%-86.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,478 | $4,221-65.0% | $3,653-59.5% | $4,762-69.0% |
| Participant deferral / active EE | $2,194 | $4,845-54.7% | $4,236-48.2% | $5,850-62.5% |
| Admin fee / account holder | $204 | $7,079-97.1% | $5,794-96.5% | $11,596-98.2% |