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 | $45,190 | $111,724-59.6% | $93,606-51.7% | $145,922-69.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.24% | 202.98%-190.7pp | 133.20%-121.0pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,134 | $3,090-30.9% | $2,420-11.8% | $4,660-54.2% |
| Participant deferral / active EE | $13,416 | $4,912+173.1% | $4,411+204.1% | $6,688+100.6% |
| Admin fee / account holder | $15 | $10,250-99.9% | $8,285-99.8% | $13,397-99.9% |