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 | $22,783 | $105,998-78.5% | $92,233-75.3% | $147,584-84.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 66.97% | 50.05%+16.9pp | 176.28%-109.3pp | 578.55%-511.6pp |
| Employer contribution / active EE | $2,744 | $4,333-36.7% | $3,679-25.4% | $4,876-43.7% |
| Participant deferral / active EE | $1,449 | $4,478-67.6% | $3,897-62.8% | $5,439-73.4% |
| Admin fee / account holder | $147 | $6,332-97.7% | $5,194-97.2% | $10,885-98.6% |