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 3-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 | $43,346 | $209,336-79.3% | $197,124-78.0% | $137,256-68.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 302.27% | 48.09%+254.2pp | 44.34%+257.9pp | 220.34%+81.9pp |
| Employer contribution / active EE | $4,542 | $6,591-31.1% | $6,227-27.1% | $4,156+9.3% |
| Participant deferral / active EE | $4,975 | $9,614-48.3% | $9,135-45.5% | $6,407-22.3% |
| Admin fee / account holder | $2 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |