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 | $30,671 | $74,888-59.0% | $71,209-56.9% | $142,382-78.5% |
| Participation rate | 77.8% | 76.2%+1.6pp | 73.8%+4.0pp | 80.1%-2.3pp |
| Annual return | 24.71% | 345.14%-320.4pp | 282.51%-257.8pp | 217.08%-192.4pp |
| Employer contribution / active EE | $628 | $2,854-78.0% | $2,721-76.9% | $4,299-85.4% |
| Participant deferral / active EE | $4,215 | $4,454-5.4% | $4,175+0.9% | $6,507-35.2% |
| Admin fee / account holder | $243 | $5,568-95.6% | $5,349-95.5% | $12,624-98.1% |