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 | $19,106 | $81,625-76.6% | $58,482-67.3% | $139,434-86.3% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 19.58% | 7404.20%-7384.6pp | 4239.32%-4219.7pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,602 | $1,398+14.6% | $1,053+52.1% | $4,751-66.3% |
| Participant deferral / active EE | $2,907 | $2,557+13.7% | $1,924+51.1% | $6,710-56.7% |
| Admin fee / account holder | $19 | $3,265-99.4% | $2,516-99.2% | $11,403-99.8% |