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 | $33,083 | $185,822-82.2% | $169,993-80.5% | $139,434-76.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 37.17% | 60.50%-23.3pp | 53.37%-16.2pp | 372.94%-335.8pp |
| Employer contribution / active EE | $6,674 | $7,590-12.1% | $6,785-1.6% | $4,751+40.5% |
| Participant deferral / active EE | $11,047 | $11,622-5.0% | $10,408+6.1% | $6,710+64.6% |
| Admin fee / account holder | $21 | $15,381-99.9% | $12,815-99.8% | $11,403-99.8% |