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 5-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 | $10,022 | $96,305-89.6% | $80,569-87.6% | $139,434-92.8% |
| Participation rate | 75.0% | 73.6%+1.4pp | 67.0%+8.0pp | 80.3%-5.3pp |
| Annual return | 25.29% | 1350.08%-1324.8pp | 935.43%-910.1pp | 372.94%-347.7pp |
| Employer contribution / active EE | $733 | $3,262-77.5% | $2,723-73.1% | $4,751-84.6% |
| Participant deferral / active EE | $1,951 | $5,232-62.7% | $4,447-56.1% | $6,710-70.9% |
| Admin fee / account holder | $0 | $6,599-100.0% | $5,377-100.0% | $11,403-100.0% |