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 8-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 | $8,400 | $30,400-72.4% | $53,898-84.4% | $84,808-90.1% |
| Participation rate | 78.7% | 46.4%+32.3pp | 55.0%+23.8pp | 68.3%+10.4pp |
| Annual return | 14.60% | 500.19%-485.6pp | 528.60%-514.0pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $433 | $1,199-63.9% | $1,826-76.3% | $4,212-89.7% |
| Admin fee / account holder | $215 | $1,993-89.2% | $2,491-91.4% | $7,344-97.1% |