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 | $32,745 | $183,519-82.2% | $155,509-78.9% | $145,922-77.6% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 86.06% | 61.17%+24.9pp | 64.67%+21.4pp | 561.29%-475.2pp |
| Employer contribution / active EE | $1,540 | $5,313-71.0% | $4,672-67.0% | $4,660-67.0% |
| Participant deferral / active EE | $4,342 | $6,462-32.8% | $5,626-22.8% | $6,688-35.1% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |