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 | $29,836 | $93,571-68.1% | $135,903-78.0% | $75,163-60.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 24.35% | 30.90%-6.6pp | 68.23%-43.9pp | 160.62%-136.3pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $10,206 | $6,404+59.4% | $7,758+31.6% | $4,125+147.4% |
| Admin fee / account holder | $12 | $6,975-99.8% | $10,762-99.9% | $5,651-99.8% |