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 | $11,832 | $96,635-87.8% | $86,612-86.3% | $139,434-91.5% |
| Participation rate | 81.8% | 74.4%+7.4pp | 71.7%+10.1pp | 80.3%+1.5pp |
| Annual return | 39.04% | 106.41%-67.4pp | 591.07%-552.0pp | 372.94%-333.9pp |
| Employer contribution / active EE | $1,761 | $3,263-46.0% | $3,022-41.7% | $4,751-62.9% |
| Participant deferral / active EE | $4,043 | $4,836-16.4% | $4,438-8.9% | $6,710-39.8% |
| Admin fee / account holder | $32 | $6,408-99.5% | $5,614-99.4% | $11,403-99.7% |