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 | $27,531 | $112,096-75.4% | $95,952-71.3% | $158,922-82.7% |
| Participation rate | 72.7% | 79.0%-6.2pp | 77.1%-4.3pp | 82.0%-9.2pp |
| Annual return | 13.37% | 171.09%-157.7pp | 91.61%-78.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,217 | $3,198-61.9% | $2,541-52.1% | $4,761-74.4% |
| Participant deferral / active EE | $1,948 | $4,784-59.3% | $4,167-53.2% | $5,982-67.4% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |