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 6-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 | $34,102 | $100,901-66.2% | $75,670-54.9% | $147,584-76.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 169.71% | 35.78%+133.9pp | 27.34%+142.4pp | 578.55%-408.8pp |
| Employer contribution / active EE | $1,433 | $3,253-56.0% | $2,352-39.1% | $4,876-70.6% |
| Participant deferral / active EE | $1,260 | $4,027-68.7% | $3,142-59.9% | $5,439-76.8% |
| Admin fee / account holder | $102 | $11,285-99.1% | $5,800-98.2% | $10,885-99.1% |