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 | $34,999 | $226,064-84.5% | $182,532-80.8% | $152,861-77.1% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.0%-6.5pp | 82.4%-11.0pp |
| Annual return | 23.33% | 192.51%-169.2pp | 148.54%-125.2pp | 345.32%-322.0pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,865 | $6,368-55.0% | $5,524-48.1% | $5,850-51.0% |
| Admin fee / account holder | $0 | $10,703-100.0% | $8,592-100.0% | $11,596-100.0% |