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 6-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 | $27,799 | $88,751-68.7% | $81,812-66.0% | $145,922-80.9% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 19.37% | 1025.40%-1006.0pp | 773.79%-754.4pp | 561.29%-541.9pp |
| Employer contribution / active EE | $2,839 | $3,083-7.9% | $2,912-2.5% | $4,660-39.1% |
| Participant deferral / active EE | $6,726 | $4,643+44.9% | $4,319+55.7% | $6,688+0.6% |
| Admin fee / account holder | $99 | $8,415-98.8% | $7,386-98.7% | $13,397-99.3% |