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 | $29,101 | $96,305-69.8% | $80,569-63.9% | $139,434-79.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 20.78% | 1350.08%-1329.3pp | 935.43%-914.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,149 | $3,262-64.8% | $2,723-57.8% | $4,751-75.8% |
| Participant deferral / active EE | $3,027 | $5,232-42.1% | $4,447-31.9% | $6,710-54.9% |
| Admin fee / account holder | $33 | $6,599-99.5% | $5,377-99.4% | $11,403-99.7% |