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 | $14,754 | $102,966-85.7% | $90,281-83.7% | $152,861-90.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 71.94% | 95.16%-23.2pp | 78.10%-6.2pp | 345.32%-273.4pp |
| Employer contribution / active EE | $1,987 | $3,139-36.7% | $2,854-30.4% | $4,762-58.3% |
| Participant deferral / active EE | $9,136 | $4,281+113.4% | $3,885+135.1% | $5,850+56.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |