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 | $26,018 | $85,202-69.5% | $172,739-84.9% | $72,985-64.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.82% | 27.32%-7.5pp | 802.84%-783.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,575 | $3,324-22.5% | $5,143-49.9% | $2,440+5.5% |
| Participant deferral / active EE | $3,893 | $3,260+19.4% | $5,198-25.1% | $3,607+7.9% |
| Admin fee / account holder | $73 | $5,884-98.8% | $13,954-99.5% | $5,124-98.6% |