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 | $13,399 | $70,606-81.0% | $53,898-75.1% | $142,382-90.6% |
| Participation rate | 86.4% | 63.7%+22.7pp | 55.0%+31.4pp | 80.1%+6.2pp |
| Annual return | 27.74% | 619.81%-592.1pp | 528.60%-500.9pp | 217.08%-189.3pp |
| Employer contribution / active EE | $1,313 | $1,202+9.2% | $932+40.8% | $4,299-69.5% |
| Participant deferral / active EE | $3,076 | $2,364+30.1% | $1,826+68.4% | $6,507-52.7% |
| Admin fee / account holder | $299 | $2,852-89.5% | $2,491-88.0% | $12,624-97.6% |