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 | $21,732 | $105,998-79.5% | $92,233-76.4% | $147,584-85.3% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 13.96% | 50.05%-36.1pp | 176.28%-162.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,154 | $4,333-73.4% | $3,679-68.6% | $4,876-76.3% |
| Participant deferral / active EE | $6,715 | $4,478+50.0% | $3,897+72.3% | $5,439+23.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |