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 | $24,288 | $104,907-76.8% | $84,611-71.3% | $152,861-84.1% |
| Participation rate | 71.4% | 74.8%-3.4pp | 68.2%+3.2pp | 82.4%-11.0pp |
| Annual return | 27.05% | 373.79%-346.7pp | 258.74%-231.7pp | 345.32%-318.3pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,104 | $4,688-76.4% | $3,899-71.7% | $5,850-81.1% |
| Admin fee / account holder | $42 | $6,241-99.3% | $4,912-99.2% | $11,596-99.6% |