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 | $74,008 | $202,432-63.4% | $169,368-56.3% | $139,434-46.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 34.37% | 531.74%-497.4pp | 405.60%-371.2pp | 372.94%-338.6pp |
| Employer contribution / active EE | $21,560 | $4,692+359.5% | $4,013+437.3% | $4,751+353.8% |
| Participant deferral / active EE | $20,188 | $6,938+191.0% | $6,221+224.5% | $6,710+200.9% |
| Admin fee / account holder | $20 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |