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 | $54,319 | $159,901-66.0% | $146,958-63.0% | $145,922-62.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.17% | 98.13%-64.0pp | 418.34%-384.2pp | 561.29%-527.1pp |
| Employer contribution / active EE | $2,201 | $5,286-58.4% | $4,933-55.4% | $4,660-52.8% |
| Participant deferral / active EE | $6,702 | $8,428-20.5% | $8,070-17.0% | $6,688+0.2% |
| Admin fee / account holder | $108 | $15,044-99.3% | $12,998-99.2% | $13,397-99.2% |