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 | $2,085 | $81,625-97.4% | $58,482-96.4% | $139,434-98.5% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 23.06% | 7404.20%-7381.1pp | 4239.32%-4216.3pp | 372.94%-349.9pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,377 | $2,557-46.1% | $1,924-28.4% | $6,710-79.5% |
| Admin fee / account holder | $269 | $3,265-91.8% | $2,516-89.3% | $11,403-97.6% |