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 | $14,774 | $70,606-79.1% | $53,898-72.6% | $142,382-89.6% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 21.41% | 619.81%-598.4pp | 528.60%-507.2pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,147 | $1,202+78.6% | $932+130.3% | $4,299-50.1% |
| Participant deferral / active EE | $2,844 | $2,364+20.3% | $1,826+55.7% | $6,507-56.3% |
| Admin fee / account holder | $25 | $2,852-99.1% | $2,491-99.0% | $12,624-99.8% |