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 | $58,089 | $102,317-43.2% | $146,958-60.5% | $80,856-28.2% |
| Participation rate | 85.7% | 75.8%+9.9pp | 82.2%+3.6pp | 67.6%+18.1pp |
| Annual return | 19.23% | 134.76%-115.5pp | 418.34%-399.1pp | 35.59%-16.4pp |
| Employer contribution / active EE | $4,012 | $3,713+8.0% | $4,933-18.7% | $2,755+45.6% |
| Participant deferral / active EE | $8,724 | $6,644+31.3% | $8,070+8.1% | $4,296+103.1% |
| Admin fee / account holder | $297 | $7,941-96.3% | $12,998-97.7% | $6,918-95.7% |