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 | $38,713 | $108,919-64.5% | $100,391-61.4% | $145,922-73.5% |
| Participation rate | 88.2% | 82.9%+5.3pp | 81.5%+6.8pp | 80.3%+8.0pp |
| Annual return | 18.34% | 57.88%-39.5pp | 49.20%-30.9pp | 561.29%-543.0pp |
| Employer contribution / active EE | $3,683 | $4,419-16.7% | $3,942-6.6% | $4,660-21.0% |
| Participant deferral / active EE | $6,875 | $8,445-18.6% | $8,082-14.9% | $6,688+2.8% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |