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 | $19,625 | $99,877-80.4% | $84,966-76.9% | $145,922-86.6% |
| Participation rate | 83.3% | 74.1%+9.2pp | 67.5%+15.8pp | 80.3%+3.1pp |
| Annual return | 151.80% | 83.76%+68.0pp | 66.38%+85.4pp | 561.29%-409.5pp |
| Employer contribution / active EE | $4,184 | $3,231+29.5% | $2,727+53.4% | $4,660-10.2% |
| Participant deferral / active EE | $3,102 | $5,291-41.4% | $4,519-31.4% | $6,688-53.6% |
| Admin fee / account holder | $206 | $7,248-97.2% | $6,149-96.6% | $13,397-98.5% |