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 | $41,396 | $159,901-74.1% | $146,958-71.8% | $145,922-71.6% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 20.15% | 98.13%-78.0pp | 418.34%-398.2pp | 561.29%-541.1pp |
| Employer contribution / active EE | $1,158 | $5,286-78.1% | $4,933-76.5% | $4,660-75.2% |
| Participant deferral / active EE | $3,123 | $8,428-62.9% | $8,070-61.3% | $6,688-53.3% |
| Admin fee / account holder | $28 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |