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 | $19,658 | $90,348-78.2% | $75,972-74.1% | $145,922-86.5% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.1%+18.4pp | 80.3%+7.2pp |
| Annual return | 17.04% | 620.88%-603.8pp | 359.55%-342.5pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,016 | $3,311-8.9% | $2,685+12.3% | $4,660-35.3% |
| Participant deferral / active EE | $4,668 | $5,162-9.6% | $4,255+9.7% | $6,688-30.2% |
| Admin fee / account holder | $49 | $8,467-99.4% | $6,467-99.2% | $13,397-99.6% |