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 | $31,246 | $96,635-67.7% | $86,612-63.9% | $139,434-77.6% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 37.04% | 106.41%-69.4pp | 591.07%-554.0pp | 372.94%-335.9pp |
| Employer contribution / active EE | $2,845 | $3,263-12.8% | $3,022-5.9% | $4,751-40.1% |
| Participant deferral / active EE | $12,558 | $4,836+159.7% | $4,438+183.0% | $6,710+87.1% |
| Admin fee / account holder | $20 | $6,408-99.7% | $5,614-99.6% | $11,403-99.8% |