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 | $45,466 | $166,020-72.6% | $164,866-72.4% | $145,959-68.9% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 14.29% | 100.08%-85.8pp | 69.97%-55.7pp | 561.95%-547.7pp |
| Employer contribution / active EE | $3,665 | $5,275-30.5% | $4,343-15.6% | $4,661-21.4% |
| Participant deferral / active EE | $10,341 | $6,961+48.6% | $6,033+71.4% | $6,689+54.6% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |