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 | $49,425 | $202,432-75.6% | $169,368-70.8% | $139,434-64.6% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 33.39% | 531.74%-498.3pp | 405.60%-372.2pp | 372.94%-339.5pp |
| Employer contribution / active EE | $1,594 | $4,692-66.0% | $4,013-60.3% | $4,751-66.4% |
| Participant deferral / active EE | $16,369 | $6,938+135.9% | $6,221+163.1% | $6,710+143.9% |
| Admin fee / account holder | $183 | $10,708-98.3% | $9,003-98.0% | $11,403-98.4% |