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 | $22,304 | $165,912-86.6% | $122,332-81.8% | $147,584-84.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 14.81% | 34.55%-19.7pp | 30.27%-15.5pp | 578.55%-563.7pp |
| Employer contribution / active EE | $9,145 | $5,754+58.9% | $4,050+125.8% | $4,876+87.5% |
| Participant deferral / active EE | $7,393 | $4,005+84.6% | $3,287+124.9% | $5,439+35.9% |
| Admin fee / account holder | $50 | $7,424-99.3% | $5,478-99.1% | $10,885-99.5% |