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 | $43,591 | $159,901-72.7% | $146,958-70.3% | $145,922-70.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.96% | 98.13%-62.2pp | 418.34%-382.4pp | 561.29%-525.3pp |
| Employer contribution / active EE | $17,920 | $5,286+239.0% | $4,933+263.3% | $4,660+284.6% |
| Participant deferral / active EE | $10,541 | $8,428+25.1% | $8,070+30.6% | $6,688+57.6% |
| Admin fee / account holder | $15 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |