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 | $43,454 | $105,126-58.7% | $94,646-54.1% | $139,434-68.8% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 88.80% | 38.03%+50.8pp | 156.71%-67.9pp | 372.94%-284.1pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $17,340 | $7,599+128.2% | $7,418+133.8% | $6,710+158.4% |
| Admin fee / account holder | $52 | $8,984-99.4% | $7,231-99.3% | $11,403-99.5% |