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 | $20,641 | $102,616-79.9% | $81,983-74.8% | $158,922-87.0% |
| Participation rate | 94.1% | 75.5%+18.6pp | 69.2%+24.9pp | 82.0%+12.2pp |
| Annual return | 26.84% | 61.04%-34.2pp | 41.31%-14.5pp | 302.83%-276.0pp |
| Employer contribution / active EE | $1,970 | $3,240-39.2% | $2,498-21.1% | $4,761-58.6% |
| Participant deferral / active EE | $4,988 | $4,648+7.3% | $3,722+34.0% | $5,982-16.6% |
| Admin fee / account holder | $7 | $8,235-99.9% | $5,664-99.9% | $11,246-99.9% |