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 | $43,113 | $70,756-39.1% | $65,493-34.2% | $142,382-69.7% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 24.07% | 1754.89%-1730.8pp | 982.45%-958.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $1,205 | $2,881-58.2% | $2,574-53.2% | $4,299-72.0% |
| Participant deferral / active EE | $8,001 | $4,637+72.5% | $3,961+102.0% | $6,507+23.0% |
| Admin fee / account holder | $91 | $6,559-98.6% | $5,028-98.2% | $12,624-99.3% |