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 | $10,806 | $76,738-85.9% | $56,411-80.8% | $145,922-92.6% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 7.78% | 2994.23%-2986.4pp | 1701.33%-1693.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,144 | $1,380-17.1% | $1,039+10.2% | $4,660-75.4% |
| Participant deferral / active EE | $1,755 | $2,623-33.1% | $1,952-10.1% | $6,688-73.8% |
| Admin fee / account holder | $40 | $3,334-98.8% | $2,829-98.6% | $13,397-99.7% |