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 | $31,393 | $30,400+3.3% | $53,898-41.8% | $84,808-63.0% |
| Participation rate | 78.8% | 46.4%+32.3pp | 55.0%+23.8pp | 68.3%+10.5pp |
| Annual return | 19.83% | 500.19%-480.4pp | 528.60%-508.8pp | 40.90%-21.1pp |
| Employer contribution / active EE | $1,570 | $603+160.5% | $932+68.5% | $2,631-40.3% |
| Participant deferral / active EE | $3,775 | $1,199+215.0% | $1,826+106.7% | $4,212-10.4% |
| Admin fee / account holder | $241 | $1,993-87.9% | $2,491-90.3% | $7,344-96.7% |