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 | $23,149 | $93,571-75.3% | $135,903-83.0% | $75,163-69.2% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 412.10% | 30.90%+381.2pp | 68.23%+343.9pp | 160.62%+251.5pp |
| Employer contribution / active EE | $3,362 | $3,537-4.9% | $4,856-30.8% | $2,670+25.9% |
| Participant deferral / active EE | $8,983 | $6,404+40.3% | $7,758+15.8% | $4,125+117.8% |
| Admin fee / account holder | $22 | $6,975-99.7% | $10,762-99.8% | $5,651-99.6% |