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 | $29,168 | $105,998-72.5% | $92,233-68.4% | $147,584-80.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.27% | 50.05%-36.8pp | 176.28%-163.0pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,424 | $4,333-67.1% | $3,679-61.3% | $4,876-70.8% |
| Participant deferral / active EE | $1,825 | $4,478-59.2% | $3,897-53.2% | $5,439-66.4% |
| Admin fee / account holder | $193 | $6,332-97.0% | $5,194-96.3% | $10,885-98.2% |