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 | $10,669 | $136,179-92.2% | $98,755-89.2% | $167,490-93.6% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 0.00% | 67.53%-67.5pp | 49.91%-49.9pp | 478.56%-478.6pp |
| Employer contribution / active EE | $727 | $2,631-72.4% | $2,067-64.8% | $4,837-85.0% |
| Participant deferral / active EE | $9,790 | $3,716+163.5% | $3,035+222.6% | $6,341+54.4% |
| Admin fee / account holder | $2 | $5,031-100.0% | $4,076-100.0% | $12,309-100.0% |