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 10-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 | $14,976 | $104,106-85.6% | $71,086-78.9% | $135,375-88.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -6.60% | 1256.30%-1262.9pp | 650.59%-657.2pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,750 | $1,485+85.2% | $1,088+152.8% | $4,779-42.5% |
| Participant deferral / active EE | $3,938 | $2,527+55.8% | $1,874+110.1% | $5,609-29.8% |
| Admin fee / account holder | $15 | $4,142-99.6% | $3,082-99.5% | $10,827-99.9% |