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 3-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 | $32,669 | $88,751-63.2% | $81,812-60.1% | $145,922-77.6% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 26.77% | 1025.40%-998.6pp | 773.79%-747.0pp | 561.29%-534.5pp |
| Employer contribution / active EE | $1,353 | $3,083-56.1% | $2,912-53.5% | $4,660-71.0% |
| Participant deferral / active EE | $3,399 | $4,643-26.8% | $4,319-21.3% | $6,688-49.2% |
| Admin fee / account holder | $99 | $8,415-98.8% | $7,386-98.7% | $13,397-99.3% |