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 | $15,523 | $65,409-76.3% | $98,442-84.2% | $85,850-81.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.51% | 21.76%-8.3pp | 1492.73%-1479.2pp | 318.53%-305.0pp |
| Employer contribution / active EE | $922 | $2,168-57.5% | $2,960-68.9% | $2,565-64.1% |
| Participant deferral / active EE | $1,385 | $3,166-56.2% | $4,276-67.6% | $3,952-64.9% |
| Admin fee / account holder | $167 | $4,593-96.4% | $5,949-97.2% | $6,260-97.3% |