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 | $16,375 | $99,020-83.5% | $86,590-81.1% | $147,584-88.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.41% | 1312.34%-1297.9pp | 964.84%-950.4pp | 578.55%-564.1pp |
| Employer contribution / active EE | $344 | $3,132-89.0% | $2,839-87.9% | $4,876-93.0% |
| Participant deferral / active EE | $2,459 | $3,972-38.1% | $3,609-31.8% | $5,439-54.8% |
| Admin fee / account holder | $110 | $5,710-98.1% | $4,906-97.8% | $10,885-99.0% |