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 | $24,420 | $99,652-75.5% | $78,778-69.0% | $147,584-83.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 21.37% | 47.28%-25.9pp | 35.62%-14.2pp | 578.55%-557.2pp |
| Employer contribution / active EE | $3,864 | $2,796+38.2% | $1,986+94.6% | $4,876-20.8% |
| Participant deferral / active EE | $3,125 | $3,664-14.7% | $2,958+5.6% | $5,439-42.5% |
| Admin fee / account holder | $253 | $7,155-96.5% | $5,134-95.1% | $10,885-97.7% |