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 | $13,365 | $70,756-81.1% | $65,493-79.6% | $142,382-90.6% |
| Participation rate | 76.2% | 77.4%-1.2pp | 73.1%+3.1pp | 80.1%-3.9pp |
| Annual return | 16.96% | 1754.89%-1737.9pp | 982.45%-965.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $794 | $2,881-72.4% | $2,574-69.2% | $4,299-81.5% |
| Participant deferral / active EE | $3,161 | $4,637-31.8% | $3,961-20.2% | $6,507-51.4% |
| Admin fee / account holder | $3 | $6,559-99.9% | $5,028-99.9% | $12,624-100.0% |