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 | $23,703 | $110,261-78.5% | $95,745-75.2% | $139,434-83.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 32.26% | 27.11%+5.1pp | 28.35%+3.9pp | 372.94%-340.7pp |
| Employer contribution / active EE | $5,335 | $3,257+63.8% | $2,835+88.2% | $4,751+12.3% |
| Participant deferral / active EE | $9,000 | $4,676+92.5% | $4,245+112.0% | $6,710+34.1% |
| Admin fee / account holder | $0 | $6,613-100.0% | $5,678-100.0% | $11,403-100.0% |