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 | $23,530 | $111,535-78.9% | $105,223-77.6% | $137,256-82.9% |
| Participation rate | 86.7% | 78.1%+8.6pp | 75.0%+11.6pp | 80.0%+6.7pp |
| Annual return | 18.46% | 237.85%-219.4pp | 180.65%-162.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,847 | $3,939-53.1% | $3,689-49.9% | $4,156-55.5% |
| Participant deferral / active EE | $3,580 | $5,500-34.9% | $5,072-29.4% | $6,407-44.1% |
| Admin fee / account holder | $220 | $9,721-97.7% | $8,859-97.5% | $12,270-98.2% |