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 | $46,989 | $183,519-74.4% | $155,509-69.8% | $145,922-67.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 15.15% | 61.17%-46.0pp | 64.67%-49.5pp | 561.29%-546.1pp |
| Employer contribution / active EE | $8,732 | $5,313+64.4% | $4,672+86.9% | $4,660+87.4% |
| Participant deferral / active EE | $10,934 | $6,462+69.2% | $5,626+94.3% | $6,688+63.5% |
| Admin fee / account holder | $188 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |