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 5-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 | $37,648 | $67,823-44.5% | $52,425-28.2% | $137,256-72.6% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | 22.81% | 219.11%-196.3pp | 302.12%-279.3pp | 220.34%-197.5pp |
| Employer contribution / active EE | $4,338 | $1,163+273.0% | $914+374.5% | $4,156+4.4% |
| Participant deferral / active EE | $6,436 | $2,288+181.3% | $1,790+259.5% | $6,407+0.5% |
| Admin fee / account holder | $32 | $2,844-98.9% | $2,495-98.7% | $12,270-99.7% |