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 | $46,600 | $68,097-31.6% | $62,929-25.9% | $137,256-66.0% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 24.09% | 1859.11%-1835.0pp | 1063.93%-1039.8pp | 220.34%-196.2pp |
| Employer contribution / active EE | $4,054 | $2,811+44.2% | $2,505+61.9% | $4,156-2.4% |
| Participant deferral / active EE | $10,076 | $4,553+121.3% | $3,888+159.1% | $6,407+57.3% |
| Admin fee / account holder | $3 | $6,521-100.0% | $5,065-99.9% | $12,270-100.0% |