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 | $40,687 | $100,773-59.6% | $88,946-54.3% | $142,382-71.4% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 23.01% | 70.18%-47.2pp | 57.82%-34.8pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,129 | $2,918-27.0% | $2,555-16.7% | $4,299-50.5% |
| Participant deferral / active EE | $9,376 | $5,230+79.3% | $4,581+104.7% | $6,507+44.1% |
| Admin fee / account holder | $1 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |