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 | $18,484 | $105,126-82.4% | $94,646-80.5% | $139,434-86.7% |
| Participation rate | 95.5% | 82.4%+13.1pp | 80.8%+14.6pp | 80.3%+15.1pp |
| Annual return | 93.46% | 38.03%+55.4pp | 156.71%-63.2pp | 372.94%-279.5pp |
| Employer contribution / active EE | $2,999 | $4,106-26.9% | $3,672-18.3% | $4,751-36.9% |
| Participant deferral / active EE | $8,661 | $7,599+14.0% | $7,418+16.8% | $6,710+29.1% |
| Admin fee / account holder | $156 | $8,984-98.3% | $7,231-97.8% | $11,403-98.6% |