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 | $186,644 | $201,272-7.3% | $184,203+1.3% | $145,922+27.9% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 430.05% | 29.00%+401.0pp | 28.81%+401.2pp | 561.29%-131.2pp |
| Employer contribution / active EE | $2,566 | $7,022-63.5% | $6,427-60.1% | $4,660-44.9% |
| Participant deferral / active EE | $11,501 | $9,806+17.3% | $9,131+25.9% | $6,688+72.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |