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 6-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 | $43,573 | $74,888-41.8% | $71,209-38.8% | $142,382-69.4% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.1%+12.7pp |
| Annual return | 16.28% | 345.14%-328.9pp | 282.51%-266.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,536 | $2,854-46.2% | $2,721-43.5% | $4,299-64.3% |
| Participant deferral / active EE | $6,934 | $4,454+55.7% | $4,175+66.1% | $6,507+6.6% |
| Admin fee / account holder | $193 | $5,568-96.5% | $5,349-96.4% | $12,624-98.5% |