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 | $19,746 | $105,998-81.4% | $92,233-78.6% | $147,584-86.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 25.42% | 50.05%-24.6pp | 176.28%-150.9pp | 578.55%-553.1pp |
| Employer contribution / active EE | $1,529 | $4,333-64.7% | $3,679-58.4% | $4,876-68.6% |
| Participant deferral / active EE | $3,409 | $4,478-23.9% | $3,897-12.5% | $5,439-37.3% |
| Admin fee / account holder | $163 | $6,332-97.4% | $5,194-96.9% | $10,885-98.5% |