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 | $38,886 | $133,922-71.0% | $116,228-66.5% | $142,382-72.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 19.64% | 147.76%-128.1pp | 90.06%-70.4pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,614 | $3,446-53.2% | $2,994-46.1% | $4,299-62.5% |
| Participant deferral / active EE | $1,929 | $5,672-66.0% | $4,953-61.1% | $6,507-70.4% |
| Admin fee / account holder | $0 | $14,945-100.0% | $11,989-100.0% | $12,624-100.0% |