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 | $23,010 | $90,348-74.5% | $75,972-69.7% | $145,922-84.2% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 15.64% | 620.88%-605.2pp | 359.55%-343.9pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,148 | $3,311-35.1% | $2,685-20.0% | $4,660-53.9% |
| Participant deferral / active EE | $5,775 | $5,162+11.9% | $4,255+35.7% | $6,688-13.6% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |