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 | $30,731 | $70,606-56.5% | $53,898-43.0% | $142,382-78.4% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 11.52% | 619.81%-608.3pp | 528.60%-517.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $946 | $1,202-21.3% | $932+1.5% | $4,299-78.0% |
| Participant deferral / active EE | $6,868 | $2,364+190.5% | $1,826+276.1% | $6,507+5.6% |
| Admin fee / account holder | $32 | $2,852-98.9% | $2,491-98.7% | $12,624-99.7% |