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 | $26,746 | $107,334-75.1% | $92,893-71.2% | $152,861-82.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.71% | 145.58%-125.9pp | 109.41%-89.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,860 | $4,221-55.9% | $3,653-49.1% | $4,762-60.9% |
| Participant deferral / active EE | $2,801 | $4,845-42.2% | $4,236-33.9% | $5,850-52.1% |
| Admin fee / account holder | $170 | $7,079-97.6% | $5,794-97.1% | $11,596-98.5% |