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 | $43,068 | $108,919-60.5% | $100,391-57.1% | $145,922-70.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.58% | 57.88%-47.3pp | 49.20%-38.6pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,756 | $4,419-60.3% | $3,942-55.4% | $4,660-62.3% |
| Participant deferral / active EE | $16,226 | $8,445+92.1% | $8,082+100.8% | $6,688+142.6% |
| Admin fee / account holder | $25 | $9,689-99.7% | $7,899-99.7% | $13,397-99.8% |