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 | $20,571 | $110,261-81.3% | $95,745-78.5% | $139,434-85.2% |
| Participation rate | 93.8% | 75.8%+18.0pp | 72.3%+21.5pp | 80.3%+13.4pp |
| Annual return | 912.32% | 27.11%+885.2pp | 28.35%+884.0pp | 372.94%+539.4pp |
| Employer contribution / active EE | $1,635 | $3,257-49.8% | $2,835-42.3% | $4,751-65.6% |
| Participant deferral / active EE | $2,846 | $4,676-39.1% | $4,245-32.9% | $6,710-57.6% |
| Admin fee / account holder | $269 | $6,613-95.9% | $5,678-95.3% | $11,403-97.6% |