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 | $34,474 | $99,877-65.5% | $84,966-59.4% | $145,922-76.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.53% | 83.76%-68.2pp | 66.38%-50.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $2,591 | $3,231-19.8% | $2,727-5.0% | $4,660-44.4% |
| Participant deferral / active EE | $4,621 | $5,291-12.7% | $4,519+2.2% | $6,688-30.9% |
| Admin fee / account holder | $13 | $7,248-99.8% | $6,149-99.8% | $13,397-99.9% |