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 | $21,823 | $63,346-65.5% | $92,233-76.3% | $70,131-68.9% |
| Participation rate | 94.4% | 68.7%+25.8pp | 76.5%+18.0pp | 69.5%+24.9pp |
| Annual return | 12.82% | 530.12%-517.3pp | 176.28%-163.5pp | 73.14%-60.3pp |
| Employer contribution / active EE | $1,620 | $2,471-34.4% | $3,679-56.0% | $2,342-30.8% |
| Participant deferral / active EE | $4,537 | $2,854+59.0% | $3,897+16.4% | $3,332+36.2% |
| Admin fee / account holder | $62 | $3,840-98.4% | $5,194-98.8% | $4,645-98.7% |