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 3-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 | $36,979 | $214,378-82.8% | $200,582-81.6% | $142,382-74.0% |
| Participation rate | 71.4% | 87.4%-16.0pp | 86.9%-15.5pp | 80.1%-8.7pp |
| Annual return | 189.93% | 46.41%+143.5pp | 42.33%+147.6pp | 217.08%-27.1pp |
| Employer contribution / active EE | $1,991 | $6,841-70.9% | $6,419-69.0% | $4,299-53.7% |
| Participant deferral / active EE | $10,027 | $9,865+1.6% | $9,331+7.5% | $6,507+54.1% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |