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 | $6,352 | $74,888-91.5% | $71,209-91.1% | $142,382-95.5% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 20.79% | 345.14%-324.3pp | 282.51%-261.7pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,008 | $2,854-64.7% | $2,721-63.0% | $4,299-76.6% |
| Participant deferral / active EE | $1,768 | $4,454-60.3% | $4,175-57.7% | $6,507-72.8% |
| Admin fee / account holder | $28 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |