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 3-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 | $15,549 | $74,888-79.2% | $71,209-78.2% | $142,382-89.1% |
| Participation rate | 76.5% | 76.2%+0.2pp | 73.8%+2.7pp | 80.1%-3.6pp |
| Annual return | 32.62% | 345.14%-312.5pp | 282.51%-249.9pp | 217.08%-184.5pp |
| Employer contribution / active EE | $1,395 | $2,854-51.1% | $2,721-48.7% | $4,299-67.5% |
| Participant deferral / active EE | $5,982 | $4,454+34.3% | $4,175+43.3% | $6,507-8.1% |
| Admin fee / account holder | $9 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |