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 | $37,281 | $165,984-77.5% | $164,813-77.4% | $145,922-74.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 31.22% | 100.03%-68.8pp | 69.93%-38.7pp | 561.29%-530.1pp |
| Employer contribution / active EE | $4,425 | $5,273-16.1% | $4,341+1.9% | $4,660-5.0% |
| Participant deferral / active EE | $9,741 | $6,959+40.0% | $6,031+61.5% | $6,688+45.6% |
| Admin fee / account holder | $52 | $16,648-99.7% | $12,690-99.6% | $13,397-99.6% |