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 | $11,555 | $88,751-87.0% | $81,812-85.9% | $145,922-92.1% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.3%+19.3pp | 80.3%+11.4pp |
| Annual return | 17.58% | 1025.40%-1007.8pp | 773.79%-756.2pp | 561.29%-543.7pp |
| Employer contribution / active EE | $2,104 | $3,083-31.8% | $2,912-27.8% | $4,660-54.8% |
| Participant deferral / active EE | $3,476 | $4,643-25.1% | $4,319-19.5% | $6,688-48.0% |
| Admin fee / account holder | $10 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |