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 6-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 | $22,009 | $96,635-77.2% | $86,612-74.6% | $139,434-84.2% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | 23.90% | 106.41%-82.5pp | 591.07%-567.2pp | 372.94%-349.0pp |
| Employer contribution / active EE | $3,007 | $3,263-7.9% | $3,022-0.5% | $4,751-36.7% |
| Participant deferral / active EE | $4,709 | $4,836-2.6% | $4,438+6.1% | $6,710-29.8% |
| Admin fee / account holder | $50 | $6,408-99.2% | $5,614-99.1% | $11,403-99.6% |