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 10-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 | $59,219 | $96,635-38.7% | $86,612-31.6% | $139,434-57.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.85% | 106.41%-93.6pp | 591.07%-578.2pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,763 | $3,263-15.3% | $3,022-8.6% | $4,751-41.8% |
| Participant deferral / active EE | $13,650 | $4,836+182.3% | $4,438+207.6% | $6,710+103.4% |
| Admin fee / account holder | $47 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |