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 | $70,552 | $158,398-55.5% | $126,539-44.2% | $142,382-50.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 27.98% | 593.76%-565.8pp | 425.95%-398.0pp | 217.08%-189.1pp |
| Employer contribution / active EE | $4,078 | $4,650-12.3% | $3,674+11.0% | $4,299-5.1% |
| Participant deferral / active EE | $16,673 | $4,767+249.8% | $4,083+308.4% | $6,507+156.2% |
| Admin fee / account holder | $47 | $6,918-99.3% | $6,065-99.2% | $12,624-99.6% |