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 5-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 | $24,367 | $136,179-82.1% | $98,755-75.3% | $167,490-85.5% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 24.62% | 67.53%-42.9pp | 49.91%-25.3pp | 478.56%-453.9pp |
| Employer contribution / active EE | $3,933 | $2,631+49.5% | $2,067+90.2% | $4,837-18.7% |
| Participant deferral / active EE | $12,140 | $3,716+226.7% | $3,035+300.0% | $6,341+91.4% |
| Admin fee / account holder | $20 | $5,031-99.6% | $4,076-99.5% | $12,309-99.8% |