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 | $41,238 | $104,974-60.7% | $95,585-56.9% | $142,382-71.0% |
| Participation rate | 88.2% | 75.0%+13.3pp | 72.1%+16.2pp | 80.1%+8.1pp |
| Annual return | 31.56% | 210.33%-178.8pp | 38.56%-7.0pp | 217.08%-185.5pp |
| Employer contribution / active EE | $1,609 | $2,779-42.1% | $2,527-36.3% | $4,299-62.6% |
| Participant deferral / active EE | $2,697 | $4,352-38.0% | $4,023-33.0% | $6,507-58.6% |
| Admin fee / account holder | $114 | $6,386-98.2% | $6,127-98.1% | $12,624-99.1% |