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 | $28,154 | $90,600-68.9% | $79,464-64.6% | $135,375-79.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 6.46% | 977.43%-971.0pp | 718.14%-711.7pp | 519.73%-513.3pp |
| Employer contribution / active EE | $964 | $3,068-68.6% | $2,800-65.6% | $4,779-79.8% |
| Participant deferral / active EE | $4,450 | $4,050+9.9% | $3,704+20.2% | $5,609-20.7% |
| Admin fee / account holder | $9 | $5,907-99.8% | $5,113-99.8% | $10,827-99.9% |