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 | $22,148 | $159,901-86.1% | $146,958-84.9% | $145,922-84.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.53% | 98.13%-78.6pp | 418.34%-398.8pp | 561.29%-541.8pp |
| Employer contribution / active EE | $6,113 | $5,286+15.6% | $4,933+23.9% | $4,660+31.2% |
| Participant deferral / active EE | $4,384 | $8,428-48.0% | $8,070-45.7% | $6,688-34.4% |
| Admin fee / account holder | $199 | $15,044-98.7% | $12,998-98.5% | $13,397-98.5% |