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 | $2,360 | $81,625-97.1% | $58,482-96.0% | $139,434-98.3% |
| Participation rate | 81.8% | 61.3%+20.5pp | 50.9%+31.0pp | 80.3%+1.5pp |
| Annual return | 85.00% | 7404.20%-7319.2pp | 4239.32%-4154.3pp | 372.94%-287.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,968 | $2,557-23.0% | $1,924+2.3% | $6,710-70.7% |
| Admin fee / account holder | $63 | $3,265-98.1% | $2,516-97.5% | $11,403-99.4% |