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 | $29,751 | $96,635-69.2% | $86,612-65.7% | $139,434-78.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 23.64% | 106.41%-82.8pp | 591.07%-567.4pp | 372.94%-349.3pp |
| Employer contribution / active EE | $2,979 | $3,263-8.7% | $3,022-1.4% | $4,751-37.3% |
| Participant deferral / active EE | $4,997 | $4,836+3.3% | $4,438+12.6% | $6,710-25.5% |
| Admin fee / account holder | $47 | $6,408-99.3% | $5,614-99.2% | $11,403-99.6% |