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 | $4,012 | $76,738-94.8% | $56,411-92.9% | $145,922-97.3% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 22.37% | 2994.23%-2971.9pp | 1701.33%-1679.0pp | 561.29%-538.9pp |
| Employer contribution / active EE | $829 | $1,380-39.9% | $1,039-20.2% | $4,660-82.2% |
| Participant deferral / active EE | $1,874 | $2,623-28.6% | $1,952-4.0% | $6,688-72.0% |
| Admin fee / account holder | $14 | $3,334-99.6% | $2,829-99.5% | $13,397-99.9% |