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 | $45,892 | $158,398-71.0% | $126,539-63.7% | $142,382-67.8% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 25.34% | 593.76%-568.4pp | 425.95%-400.6pp | 217.08%-191.7pp |
| Employer contribution / active EE | $7,366 | $4,650+58.4% | $3,674+100.5% | $4,299+71.3% |
| Participant deferral / active EE | $6,129 | $4,767+28.6% | $4,083+50.1% | $6,507-5.8% |
| Admin fee / account holder | $96 | $6,918-98.6% | $6,065-98.4% | $12,624-99.2% |