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 7-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 | $37,635 | $115,770-67.5% | $101,248-62.8% | $158,922-76.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 25.67% | 56.14%-30.5pp | 46.47%-20.8pp | 302.83%-277.2pp |
| Employer contribution / active EE | $2,188 | $4,175-47.6% | $3,660-40.2% | $4,761-54.0% |
| Participant deferral / active EE | $9,735 | $4,957+96.4% | $4,370+122.8% | $5,982+62.7% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |