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 | $69,020 | $109,982-37.2% | $97,226-29.0% | $145,922-52.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 25.84% | 242.90%-217.1pp | 75.13%-49.3pp | 561.29%-535.4pp |
| Employer contribution / active EE | $2,497 | $3,084-19.0% | $2,729-8.5% | $4,660-46.4% |
| Participant deferral / active EE | $14,228 | $4,676+204.3% | $4,264+233.7% | $6,688+112.8% |
| Admin fee / account holder | $10 | $6,221-99.8% | $5,654-99.8% | $13,397-99.9% |