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 7-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 | $13,975 | $104,106-86.6% | $71,086-80.3% | $135,375-89.7% |
| Participation rate | 87.5% | 65.7%+21.8pp | 54.7%+32.8pp | 82.6%+4.9pp |
| Annual return | -10.40% | 1256.30%-1266.7pp | 650.59%-661.0pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,195 | $1,485-19.5% | $1,088+9.8% | $4,779-75.0% |
| Participant deferral / active EE | $3,884 | $2,527+53.7% | $1,874+107.3% | $5,609-30.7% |
| Admin fee / account holder | $41 | $4,142-99.0% | $3,082-98.7% | $10,827-99.6% |