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 | $28,612 | $96,635-70.4% | $86,612-67.0% | $139,434-79.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.19% | 106.41%-86.2pp | 591.07%-570.9pp | 372.94%-352.8pp |
| Employer contribution / active EE | $1,303 | $3,263-60.1% | $3,022-56.9% | $4,751-72.6% |
| Participant deferral / active EE | $2,842 | $4,836-41.2% | $4,438-35.9% | $6,710-57.6% |
| Admin fee / account holder | $17 | $6,408-99.7% | $5,614-99.7% | $11,403-99.8% |