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 10-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 | $25,064 | $105,998-76.4% | $92,233-72.8% | $147,584-83.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 17.67% | 50.05%-32.4pp | 176.28%-158.6pp | 578.55%-560.9pp |
| Employer contribution / active EE | $4,080 | $4,333-5.8% | $3,679+10.9% | $4,876-16.3% |
| Participant deferral / active EE | $3,119 | $4,478-30.4% | $3,897-20.0% | $5,439-42.7% |
| Admin fee / account holder | $12 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |