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 | $12,540 | $96,305-87.0% | $80,569-84.4% | $139,434-91.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.82% | 1350.08%-1325.3pp | 935.43%-910.6pp | 372.94%-348.1pp |
| Employer contribution / active EE | $1,691 | $3,262-48.2% | $2,723-37.9% | $4,751-64.4% |
| Participant deferral / active EE | $2,536 | $5,232-51.5% | $4,447-43.0% | $6,710-62.2% |
| Admin fee / account holder | $97 | $6,599-98.5% | $5,377-98.2% | $11,403-99.1% |