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 6-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 | $24,951 | $81,625-69.4% | $58,482-57.3% | $139,434-82.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 25.68% | 7404.20%-7378.5pp | 4239.32%-4213.6pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,672 | $1,398+19.6% | $1,053+58.7% | $4,751-64.8% |
| Participant deferral / active EE | $2,090 | $2,557-18.3% | $1,924+8.6% | $6,710-68.9% |
| Admin fee / account holder | $102 | $3,265-96.9% | $2,516-95.9% | $11,403-99.1% |