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 | $5,025 | $67,823-92.6% | $52,425-90.4% | $137,256-96.3% |
| Participation rate | 94.4% | 63.9%+30.5pp | 55.6%+38.8pp | 80.0%+14.5pp |
| Annual return | 21.00% | 219.11%-198.1pp | 302.12%-281.1pp | 220.34%-199.3pp |
| Employer contribution / active EE | $826 | $1,163-29.0% | $914-9.7% | $4,156-80.1% |
| Participant deferral / active EE | $1,441 | $2,288-37.0% | $1,790-19.5% | $6,407-77.5% |
| Admin fee / account holder | $121 | $2,844-95.8% | $2,495-95.2% | $12,270-99.0% |