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 | $40,917 | $105,998-61.4% | $92,233-55.6% | $147,584-72.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 12.66% | 50.05%-37.4pp | 176.28%-163.6pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,481 | $4,333-65.8% | $3,679-59.7% | $4,876-69.6% |
| Participant deferral / active EE | $1,359 | $4,478-69.7% | $3,897-65.1% | $5,439-75.0% |
| Admin fee / account holder | $157 | $6,332-97.5% | $5,194-97.0% | $10,885-98.6% |