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 | $10,394 | $96,305-89.2% | $80,569-87.1% | $139,434-92.5% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 27.72% | 1350.08%-1322.4pp | 935.43%-907.7pp | 372.94%-345.2pp |
| Employer contribution / active EE | $1,380 | $3,262-57.7% | $2,723-49.3% | $4,751-70.9% |
| Participant deferral / active EE | $3,313 | $5,232-36.7% | $4,447-25.5% | $6,710-50.6% |
| Admin fee / account holder | $35 | $6,599-99.5% | $5,377-99.4% | $11,403-99.7% |