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 | $17,025 | $105,998-83.9% | $92,233-81.5% | $147,584-88.5% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 34.38% | 50.05%-15.7pp | 176.28%-141.9pp | 578.55%-544.2pp |
| Employer contribution / active EE | $2,585 | $4,333-40.3% | $3,679-29.7% | $4,876-47.0% |
| Participant deferral / active EE | $7,873 | $4,478+75.8% | $3,897+102.0% | $5,439+44.7% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |