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 | $16,369 | $96,635-83.1% | $86,612-81.1% | $139,434-88.3% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 44.88% | 106.41%-61.5pp | 591.07%-546.2pp | 372.94%-328.1pp |
| Employer contribution / active EE | $6,583 | $3,263+101.7% | $3,022+117.8% | $4,751+38.6% |
| Participant deferral / active EE | $3,924 | $4,836-18.9% | $4,438-11.6% | $6,710-41.5% |
| Admin fee / account holder | $15 | $6,408-99.8% | $5,614-99.7% | $11,403-99.9% |