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 | $44,866 | $108,919-58.8% | $100,391-55.3% | $145,922-69.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.08% | 57.88%-43.8pp | 49.20%-35.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $5,301 | $4,419+20.0% | $3,942+34.5% | $4,660+13.8% |
| Participant deferral / active EE | $12,854 | $8,445+52.2% | $8,082+59.0% | $6,688+92.2% |
| Admin fee / account holder | $213 | $9,689-97.8% | $7,899-97.3% | $13,397-98.4% |