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 6-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 | $16,845 | $138,044-87.8% | $125,339-86.6% | $134,475-87.5% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | 97.25% | 750.33%-653.1pp | 572.05%-474.8pp | 417.96%-320.7pp |
| Employer contribution / active EE | $3,238 | $5,243-38.3% | $4,814-32.7% | $4,740-31.7% |
| Participant deferral / active EE | $6,390 | $7,799-18.1% | $7,446-14.2% | $6,400-0.2% |
| Admin fee / account holder | $45 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |