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 | $47,876 | $96,635-50.5% | $86,612-44.7% | $139,434-65.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 54.94% | 106.41%-51.5pp | 591.07%-536.1pp | 372.94%-318.0pp |
| Employer contribution / active EE | $8,180 | $3,263+150.7% | $3,022+170.7% | $4,751+72.2% |
| Participant deferral / active EE | $28,540 | $4,836+490.2% | $4,438+543.1% | $6,710+325.3% |
| Admin fee / account holder | $125 | $6,408-98.1% | $5,614-97.8% | $11,403-98.9% |