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 | $18,936 | $110,502-82.9% | $80,716-76.5% | $167,490-88.7% |
| Participation rate | 81.3% | 64.0%+17.3pp | 54.2%+27.1pp | 82.1%-0.9pp |
| Annual return | 23.76% | 120.54%-96.8pp | 87.28%-63.5pp | 478.56%-454.8pp |
| Employer contribution / active EE | $339 | $1,543-78.0% | $1,160-70.8% | $4,837-93.0% |
| Participant deferral / active EE | $1,271 | $2,871-55.7% | $2,146-40.7% | $6,341-80.0% |
| Admin fee / account holder | $0 | $4,545-100.0% | $3,380-100.0% | $12,309-100.0% |