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 | $33,332 | $202,432-83.5% | $169,368-80.3% | $139,434-76.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 29.17% | 531.74%-502.6pp | 405.60%-376.4pp | 372.94%-343.8pp |
| Employer contribution / active EE | $1,942 | $4,692-58.6% | $4,013-51.6% | $4,751-59.1% |
| Participant deferral / active EE | $8,322 | $6,938+19.9% | $6,221+33.8% | $6,710+24.0% |
| Admin fee / account holder | $132 | $10,708-98.8% | $9,003-98.5% | $11,403-98.8% |