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 5-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 | $2,029 | $81,625-97.5% | $58,482-96.5% | $139,434-98.5% |
| Participation rate | 82.4% | 61.3%+21.0pp | 50.9%+31.5pp | 80.3%+2.0pp |
| Annual return | 26.80% | 7404.20%-7377.4pp | 4239.32%-4212.5pp | 372.94%-346.1pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,825 | $2,557+10.5% | $1,924+46.8% | $6,710-57.9% |
| Admin fee / account holder | $273 | $3,265-91.6% | $2,516-89.1% | $11,403-97.6% |