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 | $19,490 | $105,998-81.6% | $92,233-78.9% | $147,584-86.8% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 22.77% | 50.05%-27.3pp | 176.28%-153.5pp | 578.55%-555.8pp |
| Employer contribution / active EE | $2,726 | $4,333-37.1% | $3,679-25.9% | $4,876-44.1% |
| Participant deferral / active EE | $4,000 | $4,478-10.7% | $3,897+2.7% | $5,439-26.4% |
| Admin fee / account holder | $131 | $6,332-97.9% | $5,194-97.5% | $10,885-98.8% |