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 | $33,530 | $107,334-68.8% | $92,893-63.9% | $152,861-78.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 56.70% | 145.58%-88.9pp | 109.41%-52.7pp | 345.32%-288.6pp |
| Employer contribution / active EE | $5,600 | $4,221+32.7% | $3,653+53.3% | $4,762+17.6% |
| Participant deferral / active EE | $17,000 | $4,845+250.9% | $4,236+301.3% | $5,850+190.6% |
| Admin fee / account holder | $191 | $7,079-97.3% | $5,794-96.7% | $11,596-98.4% |