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 3-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 | $26,716 | $70,606-62.2% | $53,898-50.4% | $142,382-81.2% |
| Participation rate | 92.3% | 63.7%+28.6pp | 55.0%+37.3pp | 80.1%+12.2pp |
| Annual return | 19.66% | 619.81%-600.2pp | 528.60%-508.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,420 | $1,202+18.2% | $932+52.4% | $4,299-67.0% |
| Participant deferral / active EE | $2,807 | $2,364+18.7% | $1,826+53.7% | $6,507-56.9% |
| Admin fee / account holder | $190 | $2,852-93.4% | $2,491-92.4% | $12,624-98.5% |