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 | $67,823-61.3% | $52,425-49.9% | $137,256-80.9% |
| Participation rate | 71.4% | 63.9%+7.5pp | 55.6%+15.8pp | 80.0%-8.5pp |
| Annual return | 15.76% | 219.11%-203.4pp | 302.12%-286.4pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,625 | $1,163+39.7% | $914+77.8% | $4,156-60.9% |
| Participant deferral / active EE | $4,576 | $2,288+100.0% | $1,790+155.6% | $6,407-28.6% |
| Admin fee / account holder | $247 | $2,844-91.3% | $2,495-90.1% | $12,270-98.0% |