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 | $27,560 | $60,124-54.2% | $90,404-69.5% | $79,858-65.5% |
| Participation rate | 76.5% | 65.0%+11.5pp | 72.7%+3.8pp | 69.6%+6.8pp |
| Annual return | 12.38% | 71.94%-59.6pp | 1293.02%-1280.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,661 | $2,938-43.5% | $3,963-58.1% | $3,740-55.6% |
| Admin fee / account holder | $23 | $3,976-99.4% | $5,611-99.6% | $5,306-99.6% |