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 | $19,770 | $91,037-78.3% | $71,671-72.4% | $147,584-86.6% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 104.55% | 20.48%+84.1pp | 20.65%+83.9pp | 578.55%-474.0pp |
| Employer contribution / active EE | $1,584 | $3,327-52.4% | $2,460-35.6% | $4,876-67.5% |
| Participant deferral / active EE | $4,269 | $4,498-5.1% | $3,438+24.2% | $5,439-21.5% |
| Admin fee / account holder | $31 | $8,613-99.6% | $5,558-99.4% | $10,885-99.7% |