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 | $28,584 | $74,888-61.8% | $71,209-59.9% | $142,382-79.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 28.89% | 345.14%-316.2pp | 282.51%-253.6pp | 217.08%-188.2pp |
| Employer contribution / active EE | $5,100 | $2,854+78.7% | $2,721+87.4% | $4,299+18.6% |
| Participant deferral / active EE | $5,100 | $4,454+14.5% | $4,175+22.2% | $6,507-21.6% |
| Admin fee / account holder | $93 | $5,568-98.3% | $5,349-98.3% | $12,624-99.3% |