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 | $9,534 | $22,587-57.8% | $65,255-85.4% | $75,163-87.3% |
| Participation rate | 93.0% | 63.1%+29.9pp | 65.0%+28.1pp | 67.2%+25.8pp |
| Annual return | 95.45% | 71.03%+24.4pp | 47.35%+48.1pp | 160.62%-65.2pp |
| Employer contribution / active EE | $0 | $941-100.0% | $1,691-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $1,695-100.0% | $2,831-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $1,876-100.0% | $4,112-100.0% | $5,651-100.0% |