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 | $10,429 | $158,398-93.4% | $126,539-91.8% | $142,382-92.7% |
| Participation rate | 92.9% | 75.8%+17.1pp | 69.8%+23.0pp | 80.1%+12.7pp |
| Annual return | 25.75% | 593.76%-568.0pp | 425.95%-400.2pp | 217.08%-191.3pp |
| Employer contribution / active EE | $1,014 | $4,650-78.2% | $3,674-72.4% | $4,299-76.4% |
| Participant deferral / active EE | $3,101 | $4,767-35.0% | $4,083-24.1% | $6,507-52.4% |
| Admin fee / account holder | $76 | $6,918-98.9% | $6,065-98.7% | $12,624-99.4% |