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 | $22,614 | $136,179-83.4% | $98,755-77.1% | $167,490-86.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 21.44% | 67.53%-46.1pp | 49.91%-28.5pp | 478.56%-457.1pp |
| Employer contribution / active EE | $4,719 | $2,631+79.3% | $2,067+128.2% | $4,837-2.5% |
| Participant deferral / active EE | $4,947 | $3,716+33.1% | $3,035+63.0% | $6,341-22.0% |
| Admin fee / account holder | $18 | $5,031-99.6% | $4,076-99.6% | $12,309-99.9% |