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 10-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 | $33,930 | $96,635-64.9% | $86,612-60.8% | $139,434-75.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 45.58% | 106.41%-60.8pp | 591.07%-545.5pp | 372.94%-327.4pp |
| Employer contribution / active EE | $8,621 | $3,263+164.2% | $3,022+185.2% | $4,751+81.5% |
| Participant deferral / active EE | $11,030 | $4,836+128.1% | $4,438+148.6% | $6,710+64.4% |
| Admin fee / account holder | $50 | $6,408-99.2% | $5,614-99.1% | $11,403-99.6% |