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 | $27,953 | $74,888-62.7% | $71,209-60.7% | $142,382-80.4% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 26.12% | 345.14%-319.0pp | 282.51%-256.4pp | 217.08%-191.0pp |
| Employer contribution / active EE | $2,435 | $2,854-14.7% | $2,721-10.5% | $4,299-43.4% |
| Participant deferral / active EE | $6,087 | $4,454+36.7% | $4,175+45.8% | $6,507-6.5% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |