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 | $4,690 | $149,040-96.9% | $120,225-96.1% | $137,256-96.6% |
| Participation rate | 76.2% | 75.4%+0.8pp | 69.6%+6.6pp | 80.0%-3.8pp |
| Annual return | 18.18% | 605.68%-587.5pp | 439.23%-421.0pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,318 | $4,655-71.7% | $3,999-67.0% | $6,407-79.4% |
| Admin fee / account holder | $212 | $6,348-96.7% | $5,696-96.3% | $12,270-98.3% |