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 4-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 | $32,343 | $111,754-71.1% | $103,333-68.7% | $145,922-77.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 23.44% | 24.77%-1.3pp | 24.88%-1.4pp | 561.29%-537.8pp |
| Employer contribution / active EE | $1,231 | $4,212-70.8% | $3,868-68.2% | $4,660-73.6% |
| Participant deferral / active EE | $7,662 | $5,619+36.4% | $5,057+51.5% | $6,688+14.6% |
| Admin fee / account holder | $10 | $9,750-99.9% | $8,355-99.9% | $13,397-99.9% |