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 4-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 | $13,705 | $108,919-87.4% | $100,391-86.3% | $145,922-90.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.28% | 57.88%-40.6pp | 49.20%-31.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $1,726 | $4,419-60.9% | $3,942-56.2% | $4,660-63.0% |
| Participant deferral / active EE | $6,815 | $8,445-19.3% | $8,082-15.7% | $6,688+1.9% |
| Admin fee / account holder | $19 | $9,689-99.8% | $7,899-99.8% | $13,397-99.9% |