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 | $36,010 | $210,648-82.9% | $177,989-79.8% | $145,922-75.3% |
| Participation rate | 94.7% | 80.8%+14.0pp | 77.1%+17.7pp | 80.3%+14.5pp |
| Annual return | 8.54% | 385.86%-377.3pp | 294.48%-285.9pp | 561.29%-552.7pp |
| Employer contribution / active EE | $17,913 | $4,565+292.4% | $3,949+353.6% | $4,660+284.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,688-100.0% |
| Admin fee / account holder | $73 | $12,013-99.4% | $10,363-99.3% | $13,397-99.5% |