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 | $13,747 | $70,606-80.5% | $53,898-74.5% | $142,382-90.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 36.30% | 619.81%-583.5pp | 528.60%-492.3pp | 217.08%-180.8pp |
| Employer contribution / active EE | $1,501 | $1,202+24.8% | $932+61.0% | $4,299-65.1% |
| Participant deferral / active EE | $7,533 | $2,364+218.6% | $1,826+312.5% | $6,507+15.8% |
| Admin fee / account holder | $39 | $2,852-98.6% | $2,491-98.5% | $12,624-99.7% |