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 | $21,003 | $108,172-80.6% | $77,482-72.9% | $158,922-86.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 28.01% | 31.67%-3.7pp | 54.79%-26.8pp | 302.83%-274.8pp |
| Employer contribution / active EE | $2,390 | $1,325+80.4% | $986+142.3% | $4,761-49.8% |
| Participant deferral / active EE | $1,890 | $2,456-23.1% | $1,861+1.5% | $5,982-68.4% |
| Admin fee / account holder | $19 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |