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 | $10,762 | $90,348-88.1% | $75,972-85.8% | $145,922-92.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 12.33% | 620.88%-608.5pp | 359.55%-347.2pp | 561.29%-549.0pp |
| Employer contribution / active EE | $1,517 | $3,311-54.2% | $2,685-43.5% | $4,660-67.4% |
| Participant deferral / active EE | $1,517 | $5,162-70.6% | $4,255-64.3% | $6,688-77.3% |
| Admin fee / account holder | $52 | $8,467-99.4% | $6,467-99.2% | $13,397-99.6% |