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 | $2,565 | $81,625-96.9% | $58,482-95.6% | $139,434-98.2% |
| Participation rate | 92.9% | 61.3%+31.5pp | 50.9%+42.0pp | 80.3%+12.5pp |
| Annual return | 36.94% | 7404.20%-7367.3pp | 4239.32%-4202.4pp | 372.94%-336.0pp |
| Employer contribution / active EE | $575 | $1,398-58.9% | $1,053-45.4% | $4,751-87.9% |
| Participant deferral / active EE | $1,479 | $2,557-42.1% | $1,924-23.1% | $6,710-78.0% |
| Admin fee / account holder | $235 | $3,265-92.8% | $2,516-90.7% | $11,403-97.9% |