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 | $32,346 | $70,756-54.3% | $65,493-50.6% | $142,382-77.3% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.1%+7.4pp |
| Annual return | 28.06% | 1754.89%-1726.8pp | 982.45%-954.4pp | 217.08%-189.0pp |
| Employer contribution / active EE | $2,476 | $2,881-14.1% | $2,574-3.8% | $4,299-42.4% |
| Participant deferral / active EE | $9,179 | $4,637+97.9% | $3,961+131.7% | $6,507+41.1% |
| Admin fee / account holder | $45 | $6,559-99.3% | $5,028-99.1% | $12,624-99.6% |