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 | $10,830 | $74,888-85.5% | $71,209-84.8% | $142,382-92.4% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 27.07% | 345.14%-318.1pp | 282.51%-255.4pp | 217.08%-190.0pp |
| Employer contribution / active EE | $1,801 | $2,854-36.9% | $2,721-33.8% | $4,299-58.1% |
| Participant deferral / active EE | $3,244 | $4,454-27.2% | $4,175-22.3% | $6,507-50.1% |
| Admin fee / account holder | $11 | $5,568-99.8% | $5,349-99.8% | $12,624-99.9% |