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 | $9,842 | $70,606-86.1% | $53,898-81.7% | $142,382-93.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 22.80% | 619.81%-597.0pp | 528.60%-505.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,114 | $1,202-7.3% | $932+19.6% | $4,299-74.1% |
| Participant deferral / active EE | $1,279 | $2,364-45.9% | $1,826-30.0% | $6,507-80.3% |
| Admin fee / account holder | $249 | $2,852-91.3% | $2,491-90.0% | $12,624-98.0% |