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 | $31,831 | $154,117-79.3% | $129,995-75.5% | $139,434-77.2% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 49.85% | 32.48%+17.4pp | -137.18%+187.0pp | 372.94%-323.1pp |
| Employer contribution / active EE | $1,276 | $5,289-75.9% | $4,320-70.5% | $4,751-73.1% |
| Participant deferral / active EE | $12,066 | $6,710+79.8% | $5,820+107.3% | $6,710+79.8% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |