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 | $7,077 | $81,625-91.3% | $58,482-87.9% | $139,434-94.9% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 19.69% | 7404.20%-7384.5pp | 4239.32%-4219.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $570 | $1,398-59.2% | $1,053-45.9% | $4,751-88.0% |
| Participant deferral / active EE | $570 | $2,557-77.7% | $1,924-70.4% | $6,710-91.5% |
| Admin fee / account holder | $29 | $3,265-99.1% | $2,516-98.9% | $11,403-99.8% |