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 | $7,377 | $158,398-95.3% | $126,539-94.2% | $142,382-94.8% |
| Participation rate | 88.9% | 75.8%+13.1pp | 69.8%+19.1pp | 80.1%+8.8pp |
| Annual return | 22.25% | 593.76%-571.5pp | 425.95%-403.7pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,220 | $4,650-73.8% | $3,674-66.8% | $4,299-71.6% |
| Participant deferral / active EE | $5,166 | $4,767+8.4% | $4,083+26.5% | $6,507-20.6% |
| Admin fee / account holder | $37 | $6,918-99.5% | $6,065-99.4% | $12,624-99.7% |