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 | $47,196 | $159,901-70.5% | $146,958-67.9% | $145,922-67.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.69% | 98.13%-85.4pp | 418.34%-405.7pp | 561.29%-548.6pp |
| Employer contribution / active EE | $4,362 | $5,286-17.5% | $4,933-11.6% | $4,660-6.4% |
| Participant deferral / active EE | $13,103 | $8,428+55.5% | $8,070+62.4% | $6,688+95.9% |
| Admin fee / account holder | $167 | $15,044-98.9% | $12,998-98.7% | $13,397-98.8% |