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 | $72,071-58.7% | $68,368-56.5% | $137,256-78.3% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.0%0pp |
| Annual return | 106.11% | 353.14%-247.0pp | 292.57%-186.5pp | 220.34%-114.2pp |
| Employer contribution / active EE | $1,536 | $2,788-44.9% | $2,649-42.0% | $4,156-63.0% |
| Participant deferral / active EE | $3,405 | $4,410-22.8% | $4,123-17.4% | $6,407-46.9% |
| Admin fee / account holder | $16 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |