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 | $46,163 | $159,901-71.1% | $146,958-68.6% | $145,922-68.4% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.46% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $7,398 | $5,286+39.9% | $4,933+50.0% | $4,660+58.8% |
| Participant deferral / active EE | $12,593 | $8,428+49.4% | $8,070+56.1% | $6,688+88.3% |
| Admin fee / account holder | $132 | $15,044-99.1% | $12,998-99.0% | $13,397-99.0% |