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 | $54,298 | $158,398-65.7% | $126,539-57.1% | $142,382-61.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.55% | 593.76%-573.2pp | 425.95%-405.4pp | 217.08%-196.5pp |
| Employer contribution / active EE | $498 | $4,650-89.3% | $3,674-86.4% | $4,299-88.4% |
| Participant deferral / active EE | $10,690 | $4,767+124.3% | $4,083+161.8% | $6,507+64.3% |
| Admin fee / account holder | $45 | $6,918-99.4% | $6,065-99.3% | $12,624-99.6% |