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 | $49,406 | $159,901-69.1% | $146,958-66.4% | $145,922-66.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.35% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $3,337 | $5,286-36.9% | $4,933-32.4% | $4,660-28.4% |
| Participant deferral / active EE | $12,582 | $8,428+49.3% | $8,070+55.9% | $6,688+88.1% |
| Admin fee / account holder | $143 | $15,044-99.1% | $12,998-98.9% | $13,397-98.9% |