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 | $47,820 | $70,756-32.4% | $65,493-27.0% | $142,382-66.4% |
| Participation rate | 81.0% | 77.4%+3.6pp | 73.1%+7.9pp | 80.1%+0.8pp |
| Annual return | 20.25% | 1754.89%-1734.6pp | 982.45%-962.2pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,858 | $2,881-35.5% | $2,574-27.8% | $4,299-56.8% |
| Participant deferral / active EE | $5,538 | $4,637+19.4% | $3,961+39.8% | $6,507-14.9% |
| Admin fee / account holder | $34 | $6,559-99.5% | $5,028-99.3% | $12,624-99.7% |