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 | $10,429 | $149,040-93.0% | $120,225-91.3% | $137,256-92.4% |
| Participation rate | 92.9% | 75.4%+17.4pp | 69.6%+23.3pp | 80.0%+12.9pp |
| Annual return | 25.75% | 605.68%-579.9pp | 439.23%-413.5pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,014 | $4,350-76.7% | $3,475-70.8% | $4,156-75.6% |
| Participant deferral / active EE | $3,101 | $4,655-33.4% | $3,999-22.5% | $6,407-51.6% |
| Admin fee / account holder | $76 | $6,348-98.8% | $5,696-98.7% | $12,270-99.4% |