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 | $35,653 | $96,635-63.1% | $86,612-58.8% | $139,434-74.4% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 19.92% | 106.41%-86.5pp | 591.07%-571.1pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,992 | $3,263-38.9% | $3,022-34.1% | $4,751-58.1% |
| Participant deferral / active EE | $14,684 | $4,836+203.6% | $4,438+230.9% | $6,710+118.8% |
| Admin fee / account holder | $160 | $6,408-97.5% | $5,614-97.1% | $11,403-98.6% |