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 | $8,428 | $70,756-88.1% | $65,493-87.1% | $142,382-94.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 25.33% | 1754.89%-1729.6pp | 982.45%-957.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $393 | $2,881-86.4% | $2,574-84.7% | $4,299-90.9% |
| Participant deferral / active EE | $1,086 | $4,637-76.6% | $3,961-72.6% | $6,507-83.3% |
| Admin fee / account holder | $0 | $6,559-100.0% | $5,028-100.0% | $12,624-100.0% |