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 | $39,916 | $90,348-55.8% | $75,972-47.5% | $145,922-72.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.80% | 620.88%-609.1pp | 359.55%-347.7pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,546 | $3,311-23.1% | $2,685-5.2% | $4,660-45.4% |
| Participant deferral / active EE | $8,470 | $5,162+64.1% | $4,255+99.0% | $6,688+26.7% |
| Admin fee / account holder | $258 | $8,467-97.0% | $6,467-96.0% | $13,397-98.1% |