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 | $25,935 | $88,594-70.7% | $70,092-63.0% | $134,475-80.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.41% | 442.67%-459.1pp | 190.73%-207.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $7,011 | $3,233+116.9% | $2,559+174.0% | $4,740+47.9% |
| Participant deferral / active EE | $18,469 | $4,772+287.0% | $3,849+379.9% | $6,400+188.6% |
| Admin fee / account holder | $128 | $10,441-98.8% | $6,267-98.0% | $11,426-98.9% |