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 | $31,164 | $110,502-71.8% | $80,716-61.4% | $167,490-81.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 15.79% | 120.54%-104.8pp | 87.28%-71.5pp | 478.56%-462.8pp |
| Employer contribution / active EE | $1,225 | $1,543-20.6% | $1,160+5.6% | $4,837-74.7% |
| Participant deferral / active EE | $3,128 | $2,871+8.9% | $2,146+45.8% | $6,341-50.7% |
| Admin fee / account holder | $51 | $4,545-98.9% | $3,380-98.5% | $12,309-99.6% |