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 | $70,756-34.1% | $65,493-28.8% | $142,382-67.3% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 24.09% | 1754.89%-1730.8pp | 982.45%-958.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $4,054 | $2,881+40.7% | $2,574+57.5% | $4,299-5.7% |
| Participant deferral / active EE | $10,076 | $4,637+117.3% | $3,961+154.4% | $6,507+54.8% |
| Admin fee / account holder | $3 | $6,559-100.0% | $5,028-99.9% | $12,624-100.0% |