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 4-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 | $11,638 | $96,635-88.0% | $86,612-86.6% | $139,434-91.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 95.48% | 106.41%-10.9pp | 591.07%-495.6pp | 372.94%-277.5pp |
| Employer contribution / active EE | $17,045 | $3,263+422.4% | $3,022+463.9% | $4,751+258.8% |
| Participant deferral / active EE | $1,194 | $4,836-75.3% | $4,438-73.1% | $6,710-82.2% |
| Admin fee / account holder | $11 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |