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 | $74,888-45.6% | $71,209-42.8% | $142,382-71.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 49.12% | 345.14%-296.0pp | 282.51%-233.4pp | 217.08%-168.0pp |
| Employer contribution / active EE | $4,159 | $2,854+45.7% | $2,721+52.9% | $4,299-3.3% |
| Participant deferral / active EE | $6,535 | $4,454+46.7% | $4,175+56.5% | $6,507+0.4% |
| Admin fee / account holder | $191 | $5,568-96.6% | $5,349-96.4% | $12,624-98.5% |