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 | $50,248 | $102,317-50.9% | $146,958-65.8% | $80,856-37.9% |
| Participation rate | 88.5% | 75.8%+12.6pp | 82.2%+6.3pp | 67.6%+20.8pp |
| Annual return | 16.12% | 134.76%-118.6pp | 418.34%-402.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $7,639 | $3,713+105.7% | $4,933+54.9% | $2,755+177.3% |
| Participant deferral / active EE | $7,536 | $6,644+13.4% | $8,070-6.6% | $4,296+75.4% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |