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 | $56,574 | $100,773-43.9% | $88,946-36.4% | $142,382-60.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 103.45% | 70.18%+33.3pp | 57.82%+45.6pp | 217.08%-113.6pp |
| Employer contribution / active EE | $4,643 | $2,918+59.1% | $2,555+81.7% | $4,299+8.0% |
| Participant deferral / active EE | $13,615 | $5,230+160.3% | $4,581+197.2% | $6,507+109.2% |
| Admin fee / account holder | $233 | $9,693-97.6% | $8,261-97.2% | $12,624-98.2% |