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 4-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 | $7,212 | $96,635-92.5% | $86,612-91.7% | $139,434-94.8% |
| Participation rate | 76.9% | 74.4%+2.5pp | 71.7%+5.2pp | 80.3%-3.4pp |
| Annual return | 70.06% | 106.41%-36.4pp | 591.07%-521.0pp | 372.94%-302.9pp |
| Employer contribution / active EE | $2,218 | $3,263-32.0% | $3,022-26.6% | $4,751-53.3% |
| Participant deferral / active EE | $3,053 | $4,836-36.9% | $4,438-31.2% | $6,710-54.5% |
| Admin fee / account holder | $185 | $6,408-97.1% | $5,614-96.7% | $11,403-98.4% |