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 | $8,369 | $88,751-90.6% | $81,812-89.8% | $145,922-94.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.3%+9.5pp | 80.3%+1.5pp |
| Annual return | 12.91% | 1025.40%-1012.5pp | 773.79%-760.9pp | 561.29%-548.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,049 | $4,643-55.9% | $4,319-52.6% | $6,688-69.4% |
| Admin fee / account holder | $154 | $8,415-98.2% | $7,386-97.9% | $13,397-98.9% |