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 | $30,731 | $67,823-54.7% | $52,425-41.4% | $137,256-77.6% |
| Participation rate | 80.0% | 63.9%+16.1pp | 55.6%+24.4pp | 80.0%0pp |
| Annual return | 11.52% | 219.11%-207.6pp | 302.12%-290.6pp | 220.34%-208.8pp |
| Employer contribution / active EE | $946 | $1,163-18.7% | $914+3.4% | $4,156-77.2% |
| Participant deferral / active EE | $6,868 | $2,288+200.2% | $1,790+283.6% | $6,407+7.2% |
| Admin fee / account holder | $32 | $2,844-98.9% | $2,495-98.7% | $12,270-99.7% |