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 | $25,311 | $88,751-71.5% | $81,812-69.1% | $145,922-82.7% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 16.86% | 1025.40%-1008.5pp | 773.79%-756.9pp | 561.29%-544.4pp |
| Employer contribution / active EE | $1,995 | $3,083-35.3% | $2,912-31.5% | $4,660-57.2% |
| Participant deferral / active EE | $5,317 | $4,643+14.5% | $4,319+23.1% | $6,688-20.5% |
| Admin fee / account holder | $36 | $8,415-99.6% | $7,386-99.5% | $13,397-99.7% |