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 8-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 | $20,881 | $70,606-70.4% | $53,898-61.3% | $142,382-85.3% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 20.55% | 619.81%-599.3pp | 528.60%-508.1pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,048 | $1,202+70.4% | $932+119.8% | $4,299-52.4% |
| Participant deferral / active EE | $2,735 | $2,364+15.7% | $1,826+49.8% | $6,507-58.0% |
| Admin fee / account holder | $237 | $2,852-91.7% | $2,491-90.5% | $12,624-98.1% |