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 | $32,263 | $88,751-63.6% | $81,812-60.6% | $145,922-77.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.55% | 1025.40%-1014.8pp | 773.79%-763.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $814 | $3,083-73.6% | $2,912-72.1% | $4,660-82.5% |
| Participant deferral / active EE | $1,978 | $4,643-57.4% | $4,319-54.2% | $6,688-70.4% |
| Admin fee / account holder | $7 | $8,415-99.9% | $7,386-99.9% | $13,397-99.9% |