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 | $32,417 | $74,888-56.7% | $71,209-54.5% | $142,382-77.2% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 25.43% | 345.14%-319.7pp | 282.51%-257.1pp | 217.08%-191.6pp |
| Employer contribution / active EE | $2,759 | $2,854-3.3% | $2,721+1.4% | $4,299-35.8% |
| Participant deferral / active EE | $13,115 | $4,454+194.4% | $4,175+214.1% | $6,507+101.5% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |