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 | $19,860 | $156,846-87.3% | $121,098-83.6% | $139,434-85.8% |
| Participation rate | 77.8% | 76.4%+1.4pp | 69.5%+8.3pp | 80.3%-2.5pp |
| Annual return | 22.12% | 1474.56%-1452.4pp | 985.75%-963.6pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,533 | $5,536-72.3% | $4,164-63.2% | $4,751-67.7% |
| Participant deferral / active EE | $6,648 | $4,844+37.2% | $4,080+63.0% | $6,710-0.9% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |