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 | $55,103 | $232,540-76.3% | $185,117-70.2% | $147,584-62.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 23.70% | 43.03%-19.3pp | 40.50%-16.8pp | 578.55%-554.8pp |
| Employer contribution / active EE | $719 | $5,195-86.2% | $4,182-82.8% | $4,876-85.3% |
| Participant deferral / active EE | $3,561 | $5,834-39.0% | $5,045-29.4% | $5,439-34.5% |
| Admin fee / account holder | $34 | $10,275-99.7% | $8,159-99.6% | $10,885-99.7% |