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 | $14,846 | $88,751-83.3% | $81,812-81.9% | $145,922-89.8% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.3%+21.4pp | 80.3%+13.5pp |
| Annual return | 19.03% | 1025.40%-1006.4pp | 773.79%-754.8pp | 561.29%-542.3pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $6,902 | $4,643+48.6% | $4,319+59.8% | $6,688+3.2% |
| Admin fee / account holder | $221 | $8,415-97.4% | $7,386-97.0% | $13,397-98.3% |