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 | $24,088 | $74,888-67.8% | $71,209-66.2% | $142,382-83.1% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 16.30% | 345.14%-328.8pp | 282.51%-266.2pp | 217.08%-200.8pp |
| Employer contribution / active EE | $2,049 | $2,854-28.2% | $2,721-24.7% | $4,299-52.3% |
| Participant deferral / active EE | $4,250 | $4,454-4.6% | $4,175+1.8% | $6,507-34.7% |
| Admin fee / account holder | $3 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |