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 7-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 | $182,280 | $96,635+88.6% | $86,612+110.5% | $139,434+30.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 13.44% | 106.41%-93.0pp | 591.07%-577.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $38,824 | $3,263+1089.8% | $3,022+1184.5% | $4,751+717.2% |
| Participant deferral / active EE | $32,500 | $4,836+572.0% | $4,438+632.4% | $6,710+384.3% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |