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 | $14,505 | $72,400-80.0% | $67,502-78.5% | $145,922-90.1% |
| Participation rate | 89.5% | 76.9%+12.6pp | 72.9%+16.6pp | 80.3%+9.2pp |
| Annual return | 84.93% | 7182.46%-7097.5pp | 3512.12%-3427.2pp | 561.29%-476.4pp |
| Employer contribution / active EE | $1,979 | $3,069-35.5% | $2,731-27.5% | $4,660-57.5% |
| Participant deferral / active EE | $4,155 | $4,783-13.1% | $4,000+3.9% | $6,688-37.9% |
| Admin fee / account holder | $4 | $5,539-99.9% | $3,998-99.9% | $13,397-100.0% |