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 | $40,755 | $72,071-43.5% | $68,368-40.4% | $137,256-70.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 49.12% | 353.14%-304.0pp | 292.57%-243.5pp | 220.34%-171.2pp |
| Employer contribution / active EE | $4,159 | $2,788+49.2% | $2,649+57.0% | $4,156+0.1% |
| Participant deferral / active EE | $6,535 | $4,410+48.2% | $4,123+58.5% | $6,407+2.0% |
| Admin fee / account holder | $191 | $5,336-96.4% | $5,150-96.3% | $12,270-98.4% |