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 | $14,140 | $68,097-79.2% | $62,929-77.5% | $137,256-89.7% |
| Participation rate | 83.3% | 77.4%+5.9pp | 73.1%+10.2pp | 80.0%+3.4pp |
| Annual return | 16.94% | 1859.11%-1842.2pp | 1063.93%-1047.0pp | 220.34%-203.4pp |
| Employer contribution / active EE | $956 | $2,811-66.0% | $2,505-61.8% | $4,156-77.0% |
| Participant deferral / active EE | $1,345 | $4,553-70.5% | $3,888-65.4% | $6,407-79.0% |
| Admin fee / account holder | $13 | $6,521-99.8% | $5,065-99.7% | $12,270-99.9% |