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 | $9,715 | $107,452-91.0% | $91,541-89.4% | $142,382-93.2% |
| Participation rate | 95.2% | 75.1%+20.2pp | 69.8%+25.5pp | 80.1%+15.1pp |
| Annual return | 356.58% | 22.06%+334.5pp | 20.50%+336.1pp | 217.08%+139.5pp |
| Employer contribution / active EE | $1,148 | $2,994-61.6% | $2,505-54.1% | $4,299-73.3% |
| Participant deferral / active EE | $1,810 | $4,754-61.9% | $4,008-54.8% | $6,507-72.2% |
| Admin fee / account holder | $122 | $8,834-98.6% | $6,956-98.2% | $12,624-99.0% |