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 | $44,612 | $88,751-49.7% | $81,812-45.5% | $145,922-69.4% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.3%+15.2pp | 80.3%+7.2pp |
| Annual return | 30.53% | 1025.40%-994.9pp | 773.79%-743.3pp | 561.29%-530.8pp |
| Employer contribution / active EE | $4,044 | $3,083+31.2% | $2,912+38.9% | $4,660-13.2% |
| Participant deferral / active EE | $10,051 | $4,643+116.5% | $4,319+132.7% | $6,688+50.3% |
| Admin fee / account holder | $291 | $8,415-96.5% | $7,386-96.1% | $13,397-97.8% |