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 | $37,283 | $111,754-66.6% | $103,333-63.9% | $145,922-74.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 73.12% | 24.77%+48.3pp | 24.88%+48.2pp | 561.29%-488.2pp |
| Employer contribution / active EE | $2,410 | $4,212-42.8% | $3,868-37.7% | $4,660-48.3% |
| Participant deferral / active EE | $8,902 | $5,619+58.4% | $5,057+76.0% | $6,688+33.1% |
| Admin fee / account holder | $261 | $9,750-97.3% | $8,355-96.9% | $13,397-98.1% |