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 | $79,400 | $106,584-25.5% | $101,326-21.6% | $142,382-44.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 965.47% | 36.93%+928.5pp | 36.82%+928.6pp | 217.08%+748.4pp |
| Employer contribution / active EE | $2,731 | $3,956-31.0% | $3,665-25.5% | $4,299-36.5% |
| Participant deferral / active EE | $3,816 | $8,297-54.0% | $7,994-52.3% | $6,507-41.4% |
| Admin fee / account holder | $53 | $11,446-99.5% | $11,185-99.5% | $12,624-99.6% |