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 | $24,111 | $96,635-75.0% | $86,612-72.2% | $139,434-82.7% |
| Participation rate | 81.3% | 74.4%+6.8pp | 71.7%+9.6pp | 80.3%+0.9pp |
| Annual return | 19.86% | 106.41%-86.6pp | 591.07%-571.2pp | 372.94%-353.1pp |
| Employer contribution / active EE | $1,015 | $3,263-68.9% | $3,022-66.4% | $4,751-78.6% |
| Participant deferral / active EE | $3,569 | $4,836-26.2% | $4,438-19.6% | $6,710-46.8% |
| Admin fee / account holder | $11 | $6,408-99.8% | $5,614-99.8% | $11,403-99.9% |