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 | $21,813 | $84,695-74.2% | $73,843-70.5% | $125,391-82.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.31% | 3123.53%-3122.2pp | 2267.84%-2266.5pp | 282.22%-280.9pp |
| Employer contribution / active EE | $1,661 | $3,123-46.8% | $2,787-40.4% | $4,866-65.9% |
| Participant deferral / active EE | $2,767 | $3,992-30.7% | $3,583-22.8% | $5,352-48.3% |
| Admin fee / account holder | $176 | $5,691-96.9% | $4,880-96.4% | $9,540-98.2% |