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 | $34,966 | $74,888-53.3% | $71,209-50.9% | $142,382-75.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.03% | 345.14%-326.1pp | 282.51%-263.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,821 | $2,854-1.2% | $2,721+3.7% | $4,299-34.4% |
| Participant deferral / active EE | $4,585 | $4,454+2.9% | $4,175+9.8% | $6,507-29.5% |
| Admin fee / account holder | $217 | $5,568-96.1% | $5,349-95.9% | $12,624-98.3% |