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 | $115,156 | $159,602-27.8% | $150,045-23.3% | $142,382-19.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 103.14% | 70.24%+32.9pp | 62.55%+40.6pp | 217.08%-113.9pp |
| Employer contribution / active EE | $5,620 | $4,961+13.3% | $4,693+19.7% | $4,299+30.7% |
| Participant deferral / active EE | $14,328 | $8,310+72.4% | $7,997+79.2% | $6,507+120.2% |
| Admin fee / account holder | $102 | $14,846-99.3% | $13,435-99.2% | $12,624-99.2% |