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 | $36,039 | $106,515-66.2% | $96,683-62.7% | $139,434-74.2% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 109.81% | 38.43%+71.4pp | 35.69%+74.1pp | 372.94%-263.1pp |
| Employer contribution / active EE | $1,910 | $4,103-53.5% | $3,737-48.9% | $4,751-59.8% |
| Participant deferral / active EE | $9,823 | $5,454+80.1% | $4,878+101.4% | $6,710+46.4% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |