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 | $14,458 | $105,126-86.2% | $94,646-84.7% | $139,434-89.6% |
| Participation rate | 72.7% | 82.4%-9.6pp | 80.8%-8.1pp | 80.3%-7.6pp |
| Annual return | 145.49% | 38.03%+107.5pp | 156.71%-11.2pp | 372.94%-227.5pp |
| Employer contribution / active EE | $2,531 | $4,106-38.3% | $3,672-31.1% | $4,751-46.7% |
| Participant deferral / active EE | $6,781 | $7,599-10.8% | $7,418-8.6% | $6,710+1.1% |
| Admin fee / account holder | $158 | $8,984-98.2% | $7,231-97.8% | $11,403-98.6% |