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 4-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 | $20,800 | $81,625-74.5% | $58,482-64.4% | $139,434-85.1% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 30.83% | 7404.20%-7373.4pp | 4239.32%-4208.5pp | 372.94%-342.1pp |
| Employer contribution / active EE | $1,279 | $1,398-8.6% | $1,053+21.4% | $4,751-73.1% |
| Participant deferral / active EE | $9,200 | $2,557+259.9% | $1,924+378.2% | $6,710+37.1% |
| Admin fee / account holder | $8 | $3,265-99.8% | $2,516-99.7% | $11,403-99.9% |