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 3-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 | $4,373 | $88,751-95.1% | $81,812-94.7% | $145,922-97.0% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 49.58% | 1025.40%-975.8pp | 773.79%-724.2pp | 561.29%-511.7pp |
| Employer contribution / active EE | $1,148 | $3,083-62.8% | $2,912-60.6% | $4,660-75.4% |
| Participant deferral / active EE | $1,561 | $4,643-66.4% | $4,319-63.8% | $6,688-76.7% |
| Admin fee / account holder | $290 | $8,415-96.6% | $7,386-96.1% | $13,397-97.8% |