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 | $38,810 | $74,888-48.2% | $71,209-45.5% | $142,382-72.7% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 15.28% | 345.14%-329.9pp | 282.51%-267.2pp | 217.08%-201.8pp |
| Employer contribution / active EE | $665 | $2,854-76.7% | $2,721-75.6% | $4,299-84.5% |
| Participant deferral / active EE | $9,962 | $4,454+123.6% | $4,175+138.6% | $6,507+53.1% |
| Admin fee / account holder | $196 | $5,568-96.5% | $5,349-96.3% | $12,624-98.4% |