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 | $80,266 | $112,096-28.4% | $95,952-16.3% | $158,922-49.5% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 18.22% | 171.09%-152.9pp | 91.61%-73.4pp | 302.83%-284.6pp |
| Employer contribution / active EE | $1,714 | $3,198-46.4% | $2,541-32.5% | $4,761-64.0% |
| Participant deferral / active EE | $3,336 | $4,784-30.3% | $4,167-19.9% | $5,982-44.2% |
| Admin fee / account holder | $6 | $10,130-99.9% | $6,795-99.9% | $11,246-99.9% |