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 7-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 | $46,004 | $96,635-52.4% | $86,612-46.9% | $139,434-67.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 28.86% | 106.41%-77.6pp | 591.07%-562.2pp | 372.94%-344.1pp |
| Employer contribution / active EE | $8,785 | $3,263+169.2% | $3,022+190.7% | $4,751+84.9% |
| Participant deferral / active EE | $3,367 | $4,836-30.4% | $4,438-24.1% | $6,710-49.8% |
| Admin fee / account holder | $189 | $6,408-97.1% | $5,614-96.6% | $11,403-98.3% |