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 | $25,418 | $88,751-71.4% | $81,812-68.9% | $145,922-82.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.18% | 1025.40%-1004.2pp | 773.79%-752.6pp | 561.29%-540.1pp |
| Employer contribution / active EE | $3,802 | $3,083+23.3% | $2,912+30.6% | $4,660-18.4% |
| Participant deferral / active EE | $11,853 | $4,643+155.3% | $4,319+174.5% | $6,688+77.2% |
| Admin fee / account holder | $26 | $8,415-99.7% | $7,386-99.6% | $13,397-99.8% |