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 | $21,252 | $99,020-78.5% | $86,590-75.5% | $147,584-85.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 18.80% | 1312.34%-1293.5pp | 964.84%-946.0pp | 578.55%-559.8pp |
| Employer contribution / active EE | $976 | $3,132-68.8% | $2,839-65.6% | $4,876-80.0% |
| Participant deferral / active EE | $3,489 | $3,972-12.2% | $3,609-3.3% | $5,439-35.8% |
| Admin fee / account holder | $15 | $5,710-99.7% | $4,906-99.7% | $10,885-99.9% |