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 | $19,271 | $84,696-77.2% | $75,696-74.5% | $167,490-88.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 13.57% | 199.36%-185.8pp | 104.53%-91.0pp | 478.56%-465.0pp |
| Employer contribution / active EE | $1,221 | $3,230-62.2% | $2,743-55.5% | $4,837-74.8% |
| Participant deferral / active EE | $2,194 | $4,580-52.1% | $3,821-42.6% | $6,341-65.4% |
| Admin fee / account holder | $80 | $5,355-98.5% | $3,619-97.8% | $12,309-99.3% |