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 | $20,026 | $74,888-73.3% | $71,209-71.9% | $142,382-85.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 25.91% | 345.14%-319.2pp | 282.51%-256.6pp | 217.08%-191.2pp |
| Employer contribution / active EE | $2,267 | $2,854-20.6% | $2,721-16.7% | $4,299-47.3% |
| Participant deferral / active EE | $2,746 | $4,454-38.4% | $4,175-34.2% | $6,507-57.8% |
| Admin fee / account holder | $5 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |