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 | $18,499 | $30,400-39.1% | $53,898-65.7% | $84,808-78.2% |
| Participation rate | 84.6% | 46.4%+38.2pp | 55.0%+29.7pp | 68.3%+16.3pp |
| Annual return | 20.84% | 500.19%-479.3pp | 528.60%-507.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,150 | $603+90.9% | $932+23.4% | $2,631-56.3% |
| Participant deferral / active EE | $2,429 | $1,199+102.6% | $1,826+33.0% | $4,212-42.3% |
| Admin fee / account holder | $88 | $1,993-95.6% | $2,491-96.5% | $7,344-98.8% |