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 | $19,888 | $183,519-89.2% | $155,509-87.2% | $145,922-86.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.79% | 61.17%-52.4pp | 64.67%-55.9pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,999 | $5,313-62.4% | $4,672-57.2% | $4,660-57.1% |
| Participant deferral / active EE | $1,864 | $6,462-71.2% | $5,626-66.9% | $6,688-72.1% |
| Admin fee / account holder | $184 | $19,313-99.0% | $15,912-98.8% | $13,397-98.6% |