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 | $70,756-80.0% | $65,493-78.4% | $142,382-90.1% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 16.94% | 1754.89%-1738.0pp | 982.45%-965.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $956 | $2,881-66.8% | $2,574-62.9% | $4,299-77.8% |
| Participant deferral / active EE | $1,345 | $4,637-71.0% | $3,961-66.1% | $6,507-79.3% |
| Admin fee / account holder | $13 | $6,559-99.8% | $5,028-99.7% | $12,624-99.9% |