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 | $45,507 | $159,901-71.5% | $146,958-69.0% | $145,922-68.8% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 45.98% | 98.13%-52.2pp | 418.34%-372.4pp | 561.29%-515.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $15,269 | $8,428+81.2% | $8,070+89.2% | $6,688+128.3% |
| Admin fee / account holder | $47 | $15,044-99.7% | $12,998-99.6% | $13,397-99.7% |