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 | $151,717 | $93,024+63.1% | $77,024+97.0% | $134,475+12.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -3.85% | 62.60%-66.4pp | 42.32%-46.2pp | 417.96%-421.8pp |
| Employer contribution / active EE | $27,733 | $3,418+711.4% | $2,812+886.2% | $4,740+485.1% |
| Participant deferral / active EE | $17,945 | $5,238+242.6% | $4,426+305.4% | $6,400+180.4% |
| Admin fee / account holder | $33 | $6,944-99.5% | $5,425-99.4% | $11,426-99.7% |