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 | $30,953 | $149,040-79.2% | $120,225-74.3% | $137,256-77.4% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 22.26% | 605.68%-583.4pp | 439.23%-417.0pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,562 | $4,350-64.1% | $3,475-55.1% | $4,156-62.4% |
| Participant deferral / active EE | $5,692 | $4,655+22.3% | $3,999+42.3% | $6,407-11.2% |
| Admin fee / account holder | $113 | $6,348-98.2% | $5,696-98.0% | $12,270-99.1% |