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 | $11,631 | $30,400-61.7% | $53,898-78.4% | $84,808-86.3% |
| Participation rate | 76.5% | 46.4%+30.0pp | 55.0%+21.5pp | 68.3%+8.2pp |
| Annual return | 23.67% | 500.19%-476.5pp | 528.60%-504.9pp | 40.90%-17.2pp |
| Employer contribution / active EE | $893 | $603+48.1% | $932-4.2% | $2,631-66.1% |
| Participant deferral / active EE | $2,718 | $1,199+126.8% | $1,826+48.8% | $4,212-35.5% |
| Admin fee / account holder | $90 | $1,993-95.5% | $2,491-96.4% | $7,344-98.8% |