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 8-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 | $23,821 | $70,606-66.3% | $53,898-55.8% | $142,382-83.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 24.08% | 619.81%-595.7pp | 528.60%-504.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $3,534 | $1,202+194.0% | $932+279.1% | $4,299-17.8% |
| Participant deferral / active EE | $6,740 | $2,364+185.1% | $1,826+269.0% | $6,507+3.6% |
| Admin fee / account holder | $50 | $2,852-98.2% | $2,491-98.0% | $12,624-99.6% |