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 | $26,338 | $85,022-69.0% | $70,515-62.6% | $139,434-81.1% |
| Participation rate | 90.0% | 73.9%+16.1pp | 68.3%+21.7pp | 80.3%+9.7pp |
| Annual return | 593.12% | 30.38%+562.7pp | 32.77%+560.3pp | 372.94%+220.2pp |
| Employer contribution / active EE | $1,072 | $3,909-72.6% | $2,973-63.9% | $4,751-77.4% |
| Participant deferral / active EE | $3,479 | $5,890-40.9% | $4,567-23.8% | $6,710-48.2% |
| Admin fee / account holder | $28 | $8,906-99.7% | $6,412-99.6% | $11,403-99.8% |