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 | $41,295 | $104,974-60.7% | $95,585-56.8% | $142,382-71.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.1%+18.8pp | 80.1%+10.8pp |
| Annual return | 32.55% | 210.33%-177.8pp | 38.56%-6.0pp | 217.08%-184.5pp |
| Employer contribution / active EE | $9,326 | $2,779+235.7% | $2,527+269.1% | $4,299+116.9% |
| Participant deferral / active EE | $7,839 | $4,352+80.1% | $4,023+94.9% | $6,507+20.5% |
| Admin fee / account holder | $230 | $6,386-96.4% | $6,127-96.2% | $12,624-98.2% |