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 | $29,754 | $70,606-57.9% | $53,898-44.8% | $142,382-79.1% |
| Participation rate | 87.5% | 63.7%+23.8pp | 55.0%+32.5pp | 80.1%+7.4pp |
| Annual return | 14.13% | 619.81%-605.7pp | 528.60%-514.5pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,951 | $1,202+145.5% | $932+216.6% | $4,299-31.4% |
| Participant deferral / active EE | $5,616 | $2,364+137.5% | $1,826+207.5% | $6,507-13.7% |
| Admin fee / account holder | $186 | $2,852-93.5% | $2,491-92.5% | $12,624-98.5% |