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 8-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 | $165,315 | $93,024+77.7% | $77,024+114.6% | $134,475+22.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.36% | 62.60%-77.0pp | 42.32%-56.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $8,509 | $3,418+149.0% | $2,812+202.6% | $4,740+79.5% |
| Participant deferral / active EE | $20,250 | $5,238+286.6% | $4,426+357.5% | $6,400+216.4% |
| Admin fee / account holder | $26 | $6,944-99.6% | $5,425-99.5% | $11,426-99.8% |