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 | $29,545 | $159,901-81.5% | $146,958-79.9% | $145,922-79.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 30.32% | 98.13%-67.8pp | 418.34%-388.0pp | 561.29%-531.0pp |
| Employer contribution / active EE | $6,144 | $5,286+16.2% | $4,933+24.6% | $4,660+31.9% |
| Participant deferral / active EE | $9,703 | $8,428+15.1% | $8,070+20.2% | $6,688+45.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |