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 | $31,703 | $185,822-82.9% | $169,993-81.4% | $139,434-77.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.92% | 60.50%-24.6pp | 53.37%-17.5pp | 372.94%-337.0pp |
| Employer contribution / active EE | $4,935 | $7,590-35.0% | $6,785-27.3% | $4,751+3.9% |
| Participant deferral / active EE | $10,364 | $11,622-10.8% | $10,408-0.4% | $6,710+54.5% |
| Admin fee / account holder | $96 | $15,381-99.4% | $12,815-99.3% | $11,403-99.2% |