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 | $11,836 | $49,922-76.3% | $80,569-85.3% | $75,163-84.3% |
| Participation rate | 78.0% | 55.3%+22.7pp | 67.0%+11.0pp | 67.2%+10.8pp |
| Annual return | 102.39% | 34.69%+67.7pp | 935.43%-833.0pp | 160.62%-58.2pp |
| Employer contribution / active EE | $3,128 | $1,698+84.2% | $2,723+14.8% | $2,670+17.2% |
| Participant deferral / active EE | $3,667 | $2,990+22.6% | $4,447-17.6% | $4,125-11.1% |
| Admin fee / account holder | $145 | $3,577-95.9% | $5,377-97.3% | $5,651-97.4% |