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 | $19,326 | $105,998-81.8% | $92,233-79.0% | $147,584-86.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.97% | 50.05%-27.1pp | 176.28%-153.3pp | 578.55%-555.6pp |
| Employer contribution / active EE | $4,234 | $4,333-2.3% | $3,679+15.1% | $4,876-13.2% |
| Participant deferral / active EE | $8,466 | $4,478+89.1% | $3,897+117.3% | $5,439+55.7% |
| Admin fee / account holder | $208 | $6,332-96.7% | $5,194-96.0% | $10,885-98.1% |