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 | $15,662 | $96,635-83.8% | $86,612-81.9% | $139,434-88.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 75.95% | 106.41%-30.5pp | 591.07%-515.1pp | 372.94%-297.0pp |
| Employer contribution / active EE | $2,733 | $3,263-16.3% | $3,022-9.6% | $4,751-42.5% |
| Participant deferral / active EE | $9,530 | $4,836+97.1% | $4,438+114.8% | $6,710+42.0% |
| Admin fee / account holder | $39 | $6,408-99.4% | $5,614-99.3% | $11,403-99.7% |