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 5-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 | $27,133 | $70,756-61.7% | $65,493-58.6% | $142,382-80.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 24.75% | 1754.89%-1730.1pp | 982.45%-957.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $4,503 | $2,881+56.3% | $2,574+74.9% | $4,299+4.8% |
| Participant deferral / active EE | $6,991 | $4,637+50.8% | $3,961+76.5% | $6,507+7.4% |
| Admin fee / account holder | $96 | $6,559-98.5% | $5,028-98.1% | $12,624-99.2% |