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 | $47,267 | $202,432-76.7% | $169,368-72.1% | $139,434-66.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 52.19% | 531.74%-479.5pp | 405.60%-353.4pp | 372.94%-320.7pp |
| Employer contribution / active EE | $22,556 | $4,692+380.7% | $4,013+462.1% | $4,751+374.8% |
| Participant deferral / active EE | $16,654 | $6,938+140.0% | $6,221+167.7% | $6,710+148.2% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |