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 | $36,090 | $93,571-61.4% | $135,903-73.4% | $75,163-52.0% |
| Participation rate | 77.1% | 75.2%+2.0pp | 81.9%-4.8pp | 67.2%+10.0pp |
| Annual return | 39.52% | 30.90%+8.6pp | 68.23%-28.7pp | 160.62%-121.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,856-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $14,196 | $6,404+121.7% | $7,758+83.0% | $4,125+244.1% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |