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 | $20,630 | $105,998-80.5% | $92,233-77.6% | $147,584-86.0% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 24.07% | 50.05%-26.0pp | 176.28%-152.2pp | 578.55%-554.5pp |
| Employer contribution / active EE | $2,071 | $4,333-52.2% | $3,679-43.7% | $4,876-57.5% |
| Participant deferral / active EE | $2,516 | $4,478-43.8% | $3,897-35.4% | $5,439-53.7% |
| Admin fee / account holder | $25 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |