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 | $14,281 | $70,606-79.8% | $53,898-73.5% | $142,382-90.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.23% | 619.81%-605.6pp | 528.60%-514.4pp | 217.08%-202.8pp |
| Employer contribution / active EE | $254 | $1,202-78.9% | $932-72.8% | $4,299-94.1% |
| Participant deferral / active EE | $1,787 | $2,364-24.4% | $1,826-2.2% | $6,507-72.5% |
| Admin fee / account holder | $58 | $2,852-98.0% | $2,491-97.7% | $12,624-99.5% |