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 3-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 | $20,734 | $70,606-70.6% | $53,898-61.5% | $142,382-85.4% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 28.10% | 619.81%-591.7pp | 528.60%-500.5pp | 217.08%-189.0pp |
| Employer contribution / active EE | $1,283 | $1,202+6.7% | $932+37.6% | $4,299-70.2% |
| Participant deferral / active EE | $7,787 | $2,364+229.4% | $1,826+326.4% | $6,507+19.7% |
| Admin fee / account holder | $46 | $2,852-98.4% | $2,491-98.1% | $12,624-99.6% |