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 8-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 | $27,150 | $183,519-85.2% | $155,509-82.5% | $145,922-81.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 11.74% | 61.17%-49.4pp | 64.67%-52.9pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,330 | $5,313-75.0% | $4,672-71.5% | $4,660-71.5% |
| Participant deferral / active EE | $2,823 | $6,462-56.3% | $5,626-49.8% | $6,688-57.8% |
| Admin fee / account holder | $91 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |