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 3-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 | $25,695 | $72,071-64.3% | $68,368-62.4% | $137,256-81.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 28.23% | 353.14%-324.9pp | 292.57%-264.3pp | 220.34%-192.1pp |
| Employer contribution / active EE | $1,474 | $2,788-47.1% | $2,649-44.3% | $4,156-64.5% |
| Participant deferral / active EE | $7,536 | $4,410+70.9% | $4,123+82.8% | $6,407+17.6% |
| Admin fee / account holder | $8 | $5,336-99.9% | $5,150-99.9% | $12,270-99.9% |