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 | $29,746 | $74,888-60.3% | $71,209-58.2% | $142,382-79.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 106.11% | 345.14%-239.0pp | 282.51%-176.4pp | 217.08%-111.0pp |
| Employer contribution / active EE | $1,536 | $2,854-46.2% | $2,721-43.5% | $4,299-64.3% |
| Participant deferral / active EE | $3,405 | $4,454-23.6% | $4,175-18.4% | $6,507-47.7% |
| Admin fee / account holder | $16 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |