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 | $36,271 | $144,119-74.8% | $117,854-69.2% | $147,584-75.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.72% | 531.15%-519.4pp | 335.08%-323.4pp | 578.55%-566.8pp |
| Employer contribution / active EE | $3,925 | $4,896-19.8% | $3,786+3.7% | $4,876-19.5% |
| Participant deferral / active EE | $3,684 | $5,316-30.7% | $4,482-17.8% | $5,439-32.3% |
| Admin fee / account holder | $45 | $10,886-99.6% | $8,020-99.4% | $10,885-99.6% |