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 | $75,295 | $70,606+6.6% | $53,898+39.7% | $142,382-47.1% |
| Participation rate | 92.9% | 63.7%+29.2pp | 55.0%+37.9pp | 80.1%+12.7pp |
| Annual return | 15.88% | 619.81%-603.9pp | 528.60%-512.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,238 | $1,202+3.0% | $932+32.8% | $4,299-71.2% |
| Participant deferral / active EE | $6,508 | $2,364+175.3% | $1,826+256.4% | $6,5070% |
| Admin fee / account holder | $76 | $2,852-97.4% | $2,491-97.0% | $12,624-99.4% |