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 | $9,121 | $70,606-87.1% | $53,898-83.1% | $142,382-93.6% |
| Participation rate | 91.3% | 63.7%+27.6pp | 55.0%+36.3pp | 80.1%+11.2pp |
| Annual return | 19.67% | 619.81%-600.1pp | 528.60%-508.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,515 | $2,364+6.4% | $1,826+37.7% | $6,507-61.3% |
| Admin fee / account holder | $121 | $2,852-95.8% | $2,491-95.1% | $12,624-99.0% |