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 | $24,882 | $70,606-64.8% | $53,898-53.8% | $142,382-82.5% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 26.24% | 619.81%-593.6pp | 528.60%-502.4pp | 217.08%-190.8pp |
| Employer contribution / active EE | $2,246 | $1,202+86.8% | $932+141.0% | $4,299-47.8% |
| Participant deferral / active EE | $4,334 | $2,364+83.3% | $1,826+137.3% | $6,507-33.4% |
| Admin fee / account holder | $82 | $2,852-97.1% | $2,491-96.7% | $12,624-99.4% |