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 6-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 | $31,073 | $227,553-86.3% | $189,557-83.6% | $167,490-81.4% |
| Participation rate | 76.9% | 82.5%-5.6pp | 78.4%-1.5pp | 82.1%-5.2pp |
| Annual return | 1009.97% | 78.40%+931.6pp | 64.17%+945.8pp | 478.56%+531.4pp |
| Employer contribution / active EE | $3,151 | $5,316-40.7% | $4,412-28.6% | $4,837-34.9% |
| Participant deferral / active EE | $4,680 | $7,002-33.2% | $6,174-24.2% | $6,341-26.2% |
| Admin fee / account holder | $97 | $11,878-99.2% | $9,807-99.0% | $12,309-99.2% |