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 | $56,730 | $90,600-37.4% | $79,464-28.6% | $135,375-58.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 9.43% | 977.43%-968.0pp | 718.14%-708.7pp | 519.73%-510.3pp |
| Employer contribution / active EE | $3,282 | $3,068+7.0% | $2,800+17.2% | $4,779-31.3% |
| Participant deferral / active EE | $600 | $4,050-85.2% | $3,704-83.8% | $5,609-89.3% |
| Admin fee / account holder | $52 | $5,907-99.1% | $5,113-99.0% | $10,827-99.5% |