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 | $22,531 | $105,998-78.7% | $92,233-75.6% | $147,584-84.7% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.5%+11.0pp | 82.8%+4.7pp |
| Annual return | 20.40% | 50.05%-29.6pp | 176.28%-155.9pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,395 | $4,333-67.8% | $3,679-62.1% | $4,876-71.4% |
| Participant deferral / active EE | $2,326 | $4,478-48.1% | $3,897-40.3% | $5,439-57.2% |
| Admin fee / account holder | $19 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |