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 | $10,759 | $70,606-84.8% | $53,898-80.0% | $142,382-92.4% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 23.95% | 619.81%-595.9pp | 528.60%-504.7pp | 217.08%-193.1pp |
| Employer contribution / active EE | $823 | $1,202-31.5% | $932-11.7% | $4,299-80.9% |
| Participant deferral / active EE | $2,407 | $2,364+1.8% | $1,826+31.8% | $6,507-63.0% |
| Admin fee / account holder | $103 | $2,852-96.4% | $2,491-95.9% | $12,624-99.2% |