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 | $13,894 | $104,486-86.7% | $76,817-81.9% | $152,861-90.9% |
| Participation rate | 95.0% | 76.6%+18.4pp | 72.1%+22.9pp | 82.4%+12.6pp |
| Annual return | 50.21% | 1013.37%-963.2pp | 1166.11%-1115.9pp | 345.32%-295.1pp |
| Employer contribution / active EE | $1,831 | $3,116-41.2% | $2,302-20.5% | $4,762-61.5% |
| Participant deferral / active EE | $2,248 | $4,236-46.9% | $3,336-32.6% | $5,850-61.6% |
| Admin fee / account holder | $39 | $12,275-99.7% | $6,420-99.4% | $11,596-99.7% |