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 | $178,174-83.5% | $156,181-81.1% | $137,256-78.5% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.8%+12.1pp | 80.0%+10.9pp |
| Annual return | 19.55% | 84.19%-64.6pp | 64.87%-45.3pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,597 | $4,972-67.9% | $4,294-62.8% | $4,156-61.6% |
| Participant deferral / active EE | $2,452 | $6,888-64.4% | $6,132-60.0% | $6,407-61.7% |
| Admin fee / account holder | $19 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |