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 | $38,519 | $232,540-83.4% | $185,117-79.2% | $147,584-73.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 20.49% | 43.03%-22.5pp | 40.50%-20.0pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,808 | $5,195-65.2% | $4,182-56.8% | $4,876-62.9% |
| Participant deferral / active EE | $9,617 | $5,834+64.9% | $5,045+90.6% | $5,439+76.8% |
| Admin fee / account holder | $10 | $10,275-99.9% | $8,159-99.9% | $10,885-99.9% |