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 | $16,271 | $57,541-71.7% | $95,745-83.0% | $75,163-78.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 215.98% | 34.93%+181.0pp | 28.35%+187.6pp | 160.62%+55.4pp |
| Employer contribution / active EE | $3,810 | $1,808+110.7% | $2,835+34.4% | $2,670+42.7% |
| Participant deferral / active EE | $5,660 | $3,074+84.1% | $4,245+33.4% | $4,125+37.2% |
| Admin fee / account holder | $197 | $4,099-95.2% | $5,678-96.5% | $5,651-96.5% |