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 5-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 | $30,273 | $96,635-68.7% | $86,612-65.0% | $139,434-78.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 18.22% | 106.41%-88.2pp | 591.07%-572.9pp | 372.94%-354.7pp |
| Employer contribution / active EE | $15,005 | $3,263+359.8% | $3,022+396.4% | $4,751+215.8% |
| Participant deferral / active EE | $7,796 | $4,836+61.2% | $4,438+75.7% | $6,710+16.2% |
| Admin fee / account holder | $61 | $6,408-99.0% | $5,614-98.9% | $11,403-99.5% |