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 | $31,479 | $70,606-55.4% | $53,898-41.6% | $142,382-77.9% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 17.22% | 619.81%-602.6pp | 528.60%-511.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,480 | $1,202+106.3% | $932+166.1% | $4,299-42.3% |
| Participant deferral / active EE | $3,720 | $2,364+57.4% | $1,826+103.7% | $6,507-42.8% |
| Admin fee / account holder | $90 | $2,852-96.8% | $2,491-96.4% | $12,624-99.3% |