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 | $47,187 | $158,398-70.2% | $126,539-62.7% | $142,382-66.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 26.20% | 593.76%-567.6pp | 425.95%-399.7pp | 217.08%-190.9pp |
| Employer contribution / active EE | $4,664 | $4,650+0.3% | $3,674+26.9% | $4,299+8.5% |
| Participant deferral / active EE | $9,116 | $4,767+91.2% | $4,083+123.3% | $6,507+40.1% |
| Admin fee / account holder | $236 | $6,918-96.6% | $6,065-96.1% | $12,624-98.1% |