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 | $10,490 | $88,710-88.2% | $81,783-87.2% | $145,959-92.8% |
| Participation rate | 76.9% | 75.0%+1.9pp | 72.4%+4.6pp | 80.3%-3.4pp |
| Annual return | 10.82% | 1027.26%-1016.4pp | 775.05%-764.2pp | 561.95%-551.1pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,929 | $4,645-37.0% | $4,320-32.2% | $6,689-56.2% |
| Admin fee / account holder | $37 | $8,407-99.6% | $7,380-99.5% | $13,398-99.7% |