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 | $5,882 | $85,022-93.1% | $70,515-91.7% | $139,434-95.8% |
| Participation rate | 91.7% | 73.9%+17.8pp | 68.3%+23.3pp | 80.3%+11.3pp |
| Annual return | 47.39% | 30.38%+17.0pp | 32.77%+14.6pp | 372.94%-325.5pp |
| Employer contribution / active EE | $1,459 | $3,909-62.7% | $2,973-50.9% | $4,751-69.3% |
| Participant deferral / active EE | $2,279 | $5,890-61.3% | $4,567-50.1% | $6,710-66.0% |
| Admin fee / account holder | $244 | $8,906-97.3% | $6,412-96.2% | $11,403-97.9% |