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 3-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 | $29,066 | $177,572-83.6% | $154,803-81.2% | $142,382-79.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 255.65% | 65.07%+190.6pp | 58.88%+196.8pp | 217.08%+38.6pp |
| Employer contribution / active EE | $2,082 | $4,810-56.7% | $4,305-51.6% | $4,299-51.6% |
| Participant deferral / active EE | $3,515 | $6,272-44.0% | $5,540-36.6% | $6,507-46.0% |
| Admin fee / account holder | $53 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |