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 | $16,912 | $105,998-84.0% | $92,233-81.7% | $147,584-88.5% |
| Participation rate | 73.7% | 80.4%-6.7pp | 76.5%-2.8pp | 82.8%-9.1pp |
| Annual return | 18.88% | 50.05%-31.2pp | 176.28%-157.4pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,495 | $4,333-65.5% | $3,679-59.4% | $4,876-69.3% |
| Participant deferral / active EE | $1,741 | $4,478-61.1% | $3,897-55.3% | $5,439-68.0% |
| Admin fee / account holder | $291 | $6,332-95.4% | $5,194-94.4% | $10,885-97.3% |