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 | $36,859 | $96,635-61.9% | $86,612-57.4% | $139,434-73.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.63% | 106.41%-85.8pp | 591.07%-570.4pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,257 | $3,263-30.8% | $3,022-25.3% | $4,751-52.5% |
| Participant deferral / active EE | $2,689 | $4,836-44.4% | $4,438-39.4% | $6,710-59.9% |
| Admin fee / account holder | $144 | $6,408-97.8% | $5,614-97.4% | $11,403-98.7% |