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 | $4,163 | $74,888-94.4% | $71,209-94.2% | $142,382-97.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 22.80% | 345.14%-322.3pp | 282.51%-259.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,494 | $2,854-47.6% | $2,721-45.1% | $4,299-65.2% |
| Participant deferral / active EE | $1,971 | $4,454-55.8% | $4,175-52.8% | $6,507-69.7% |
| Admin fee / account holder | $100 | $5,568-98.2% | $5,349-98.1% | $12,624-99.2% |