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 | $70,606-92.9% | $53,898-90.7% | $142,382-96.5% |
| Participation rate | 94.4% | 63.7%+30.7pp | 55.0%+39.5pp | 80.1%+14.3pp |
| Annual return | 21.00% | 619.81%-598.8pp | 528.60%-507.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $826 | $1,202-31.3% | $932-11.4% | $4,299-80.8% |
| Participant deferral / active EE | $1,441 | $2,364-39.1% | $1,826-21.1% | $6,507-77.9% |
| Admin fee / account holder | $121 | $2,852-95.8% | $2,491-95.2% | $12,624-99.0% |