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 | $32,053 | $96,635-66.8% | $86,612-63.0% | $139,434-77.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 61.98% | 106.41%-44.4pp | 591.07%-529.1pp | 372.94%-311.0pp |
| Employer contribution / active EE | $3,373 | $3,263+3.4% | $3,022+11.6% | $4,751-29.0% |
| Participant deferral / active EE | $20,143 | $4,836+316.5% | $4,438+353.9% | $6,710+200.2% |
| Admin fee / account holder | $171 | $6,408-97.3% | $5,614-97.0% | $11,403-98.5% |