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 | $26,272 | $70,606-62.8% | $53,898-51.3% | $142,382-81.5% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 15.76% | 619.81%-604.1pp | 528.60%-512.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,625 | $1,202+35.2% | $932+74.4% | $4,299-62.2% |
| Participant deferral / active EE | $4,576 | $2,364+93.6% | $1,826+150.6% | $6,507-29.7% |
| Admin fee / account holder | $247 | $2,852-91.3% | $2,491-90.1% | $12,624-98.0% |