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 | $180,578 | $102,604+76.0% | $86,188+109.5% | $139,434+29.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.26% | 1922.51%-1906.3pp | 1168.45%-1152.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $2,519 | $3,032-16.9% | $2,380+5.8% | $4,751-47.0% |
| Participant deferral / active EE | $8,807 | $4,676+88.4% | $3,985+121.0% | $6,710+31.2% |
| Admin fee / account holder | $118 | $8,657-98.6% | $6,852-98.3% | $11,403-99.0% |