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 | $24,359 | $48,230-49.5% | $67,502-63.9% | $80,856-69.9% |
| Participation rate | 96.8% | 66.4%+30.4pp | 72.9%+23.9pp | 67.6%+29.1pp |
| Annual return | 81.16% | 18.28%+62.9pp | 3512.12%-3431.0pp | 35.59%+45.6pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8 | $3,681-99.8% | $3,998-99.8% | $6,918-99.9% |