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 | $45,713 | $202,432-77.4% | $169,368-73.0% | $139,434-67.2% |
| Participation rate | 88.2% | 81.1%+7.2pp | 77.1%+11.1pp | 80.3%+7.9pp |
| Annual return | 20.97% | 531.74%-510.8pp | 405.60%-384.6pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,259 | $4,692-30.5% | $4,013-18.8% | $4,751-31.4% |
| Participant deferral / active EE | $4,219 | $6,938-39.2% | $6,221-32.2% | $6,710-37.1% |
| Admin fee / account holder | $39 | $10,708-99.6% | $9,003-99.6% | $11,403-99.7% |