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 | $5,685 | $74,888-92.4% | $71,209-92.0% | $142,382-96.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.25% | 345.14%-316.9pp | 282.51%-254.3pp | 217.08%-188.8pp |
| Employer contribution / active EE | $1,042 | $2,854-63.5% | $2,721-61.7% | $4,299-75.8% |
| Participant deferral / active EE | $1,703 | $4,454-61.8% | $4,175-59.2% | $6,507-73.8% |
| Admin fee / account holder | $18 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |