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 | $32,629 | $105,998-69.2% | $92,233-64.6% | $147,584-77.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.03% | 50.05%-31.0pp | 176.28%-157.2pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,705 | $4,333-37.6% | $3,679-26.5% | $4,876-44.5% |
| Participant deferral / active EE | $2,242 | $4,478-49.9% | $3,897-42.5% | $5,439-58.8% |
| Admin fee / account holder | $198 | $6,332-96.9% | $5,194-96.2% | $10,885-98.2% |