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 | $29,451 | $179,726-83.6% | $156,263-81.2% | $142,382-79.3% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.9%+12.0pp | 80.1%+10.8pp |
| Annual return | 19.55% | 77.86%-58.3pp | 59.47%-39.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,597 | $5,069-68.5% | $4,333-63.2% | $4,299-62.9% |
| Participant deferral / active EE | $2,452 | $6,956-64.7% | $6,158-60.2% | $6,507-62.3% |
| Admin fee / account holder | $19 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |