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 | $25,695 | $74,888-65.7% | $71,209-63.9% | $142,382-82.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.23% | 345.14%-316.9pp | 282.51%-254.3pp | 217.08%-188.8pp |
| Employer contribution / active EE | $1,474 | $2,854-48.3% | $2,721-45.8% | $4,299-65.7% |
| Participant deferral / active EE | $7,536 | $4,454+69.2% | $4,175+80.5% | $6,507+15.8% |
| Admin fee / account holder | $8 | $5,568-99.9% | $5,349-99.9% | $12,624-99.9% |