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 | $149,379 | $159,901-6.6% | $146,958+1.6% | $145,922+2.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.02% | 98.13%-73.1pp | 418.34%-393.3pp | 561.29%-536.3pp |
| Employer contribution / active EE | $4,608 | $5,286-12.8% | $4,933-6.6% | $4,660-1.1% |
| Participant deferral / active EE | $23,000 | $8,428+172.9% | $8,070+185.0% | $6,688+243.9% |
| Admin fee / account holder | $50 | $15,044-99.7% | $12,998-99.6% | $13,397-99.6% |