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 | $67,823-78.9% | $52,425-72.8% | $137,256-89.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 14.23% | 219.11%-204.9pp | 302.12%-287.9pp | 220.34%-206.1pp |
| Employer contribution / active EE | $254 | $1,163-78.2% | $914-72.3% | $4,156-93.9% |
| Participant deferral / active EE | $1,787 | $2,288-21.9% | $1,790-0.2% | $6,407-72.1% |
| Admin fee / account holder | $58 | $2,844-98.0% | $2,495-97.7% | $12,270-99.5% |