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 | $178,562 | $103,376+72.7% | $87,100+105.0% | $152,861+16.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 15.61% | 28.10%-12.5pp | 28.19%-12.6pp | 345.32%-329.7pp |
| Employer contribution / active EE | $1,480 | $3,220-54.1% | $2,521-41.3% | $4,762-68.9% |
| Participant deferral / active EE | $4,198 | $4,778-12.1% | $4,049+3.7% | $5,850-28.2% |
| Admin fee / account holder | $8 | $12,205-99.9% | $7,497-99.9% | $11,596-99.9% |