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 | $21,596 | $105,998-79.6% | $92,233-76.6% | $147,584-85.4% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 14.47% | 50.05%-35.6pp | 176.28%-161.8pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,308 | $4,333-69.8% | $3,679-64.4% | $4,876-73.2% |
| Participant deferral / active EE | $3,052 | $4,478-31.8% | $3,897-21.7% | $5,439-43.9% |
| Admin fee / account holder | $200 | $6,332-96.8% | $5,194-96.1% | $10,885-98.2% |