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 | $17,425 | $111,724-84.4% | $93,606-81.4% | $145,922-88.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 17.11% | 202.98%-185.9pp | 133.20%-116.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $1,521 | $3,090-50.8% | $2,420-37.2% | $4,660-67.4% |
| Participant deferral / active EE | $3,295 | $4,912-32.9% | $4,411-25.3% | $6,688-50.7% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |