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 | $33,561 | $88,751-62.2% | $81,812-59.0% | $145,922-77.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 46.86% | 1025.40%-978.5pp | 773.79%-726.9pp | 561.29%-514.4pp |
| Employer contribution / active EE | $4,030 | $3,083+30.7% | $2,912+38.4% | $4,660-13.5% |
| Participant deferral / active EE | $5,083 | $4,643+9.5% | $4,319+17.7% | $6,688-24.0% |
| Admin fee / account holder | $4 | $8,415-100.0% | $7,386-99.9% | $13,397-100.0% |