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 | $36,806 | $110,257-66.6% | $96,544-61.9% | $139,434-73.6% |
| Participation rate | 90.9% | 78.1%+12.8pp | 76.0%+14.9pp | 80.3%+10.6pp |
| Annual return | 105.49% | 26.32%+79.2pp | 25.84%+79.7pp | 372.94%-267.4pp |
| Employer contribution / active EE | $5,992 | $3,620+65.5% | $2,965+102.1% | $4,751+26.1% |
| Participant deferral / active EE | $7,809 | $5,548+40.8% | $4,851+61.0% | $6,710+16.4% |
| Admin fee / account holder | $99 | $11,591-99.1% | $8,252-98.8% | $11,403-99.1% |