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 | $43,827 | $159,901-72.6% | $146,958-70.2% | $145,922-70.0% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 47.89% | 98.13%-50.2pp | 418.34%-370.4pp | 561.29%-513.4pp |
| Employer contribution / active EE | $3,522 | $5,286-33.4% | $4,933-28.6% | $4,660-24.4% |
| Participant deferral / active EE | $10,221 | $8,428+21.3% | $8,070+26.7% | $6,688+52.8% |
| Admin fee / account holder | $89 | $15,044-99.4% | $12,998-99.3% | $13,397-99.3% |