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 | $22,472 | $95,561-76.5% | $77,163-70.9% | $139,434-83.9% |
| Participation rate | 77.8% | 73.9%+3.8pp | 69.6%+8.2pp | 80.3%-2.5pp |
| Annual return | 30.87% | 54.92%-24.1pp | 37.87%-7.0pp | 372.94%-342.1pp |
| Employer contribution / active EE | $3,973 | $3,147+26.2% | $2,535+56.7% | $4,751-16.4% |
| Participant deferral / active EE | $6,709 | $4,624+45.1% | $3,833+75.0% | $6,7100% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |