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 | $113,650 | $102,317+11.1% | $146,958-22.7% | $80,856+40.6% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.2%-6.2pp | 67.6%+8.4pp |
| Annual return | 22.88% | 134.76%-111.9pp | 418.34%-395.5pp | 35.59%-12.7pp |
| Employer contribution / active EE | $1,548 | $3,713-58.3% | $4,933-68.6% | $2,755-43.8% |
| Participant deferral / active EE | $5,471 | $6,644-17.6% | $8,070-32.2% | $4,296+27.4% |
| Admin fee / account holder | $292 | $7,941-96.3% | $12,998-97.8% | $6,918-95.8% |