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 8-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 | $17,923 | $30,400-41.0% | $53,898-66.7% | $84,808-78.9% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 14.71% | 500.19%-485.5pp | 528.60%-513.9pp | 40.90%-26.2pp |
| Employer contribution / active EE | $2,662 | $603+341.6% | $932+185.6% | $2,631+1.2% |
| Participant deferral / active EE | $1,474 | $1,199+23.0% | $1,826-19.3% | $4,212-65.0% |
| Admin fee / account holder | $162 | $1,993-91.9% | $2,491-93.5% | $7,344-97.8% |