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 3-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 | $11,976 | $96,635-87.6% | $86,612-86.2% | $139,434-91.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 25.25% | 106.41%-81.2pp | 591.07%-565.8pp | 372.94%-347.7pp |
| Employer contribution / active EE | $1,710 | $3,263-47.6% | $3,022-43.4% | $4,751-64.0% |
| Participant deferral / active EE | $4,777 | $4,836-1.2% | $4,438+7.6% | $6,710-28.8% |
| Admin fee / account holder | $39 | $6,408-99.4% | $5,614-99.3% | $11,403-99.7% |