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 | $12,748 | $158,398-92.0% | $126,539-89.9% | $142,382-91.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.69% | 593.76%-582.1pp | 425.95%-414.3pp | 217.08%-205.4pp |
| Employer contribution / active EE | $571 | $4,650-87.7% | $3,674-84.5% | $4,299-86.7% |
| Participant deferral / active EE | $1,799 | $4,767-62.3% | $4,083-55.9% | $6,507-72.4% |
| Admin fee / account holder | $50 | $6,918-99.3% | $6,065-99.2% | $12,624-99.6% |