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 | $20,251 | $136,179-85.1% | $98,755-79.5% | $167,490-87.9% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 20.95% | 67.53%-46.6pp | 49.91%-29.0pp | 478.56%-457.6pp |
| Employer contribution / active EE | $1,442 | $2,631-45.2% | $2,067-30.2% | $4,837-70.2% |
| Participant deferral / active EE | $5,103 | $3,716+37.3% | $3,035+68.1% | $6,341-19.5% |
| Admin fee / account holder | $39 | $5,031-99.2% | $4,076-99.0% | $12,309-99.7% |