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 | $26,210 | $100,901-74.0% | $75,670-65.4% | $147,584-82.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 19.46% | 35.78%-16.3pp | 27.34%-7.9pp | 578.55%-559.1pp |
| Employer contribution / active EE | $5,769 | $3,253+77.3% | $2,352+145.3% | $4,876+18.3% |
| Participant deferral / active EE | $7,287 | $4,027+80.9% | $3,142+131.9% | $5,439+34.0% |
| Admin fee / account holder | $174 | $11,285-98.5% | $5,800-97.0% | $10,885-98.4% |