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 | $32,245 | $115,770-72.1% | $101,248-68.2% | $158,922-79.7% |
| Participation rate | 85.0% | 79.4%+5.6pp | 75.8%+9.2pp | 82.0%+3.0pp |
| Annual return | 14.63% | 56.14%-41.5pp | 46.47%-31.8pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,294 | $4,175-69.0% | $3,660-64.6% | $4,761-72.8% |
| Participant deferral / active EE | $1,953 | $4,957-60.6% | $4,370-55.3% | $5,982-67.4% |
| Admin fee / account holder | $195 | $7,245-97.3% | $5,945-96.7% | $11,246-98.3% |