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 | $15,373 | $74,888-79.5% | $71,209-78.4% | $142,382-89.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.21% | 345.14%-321.9pp | 282.51%-259.3pp | 217.08%-193.9pp |
| Employer contribution / active EE | $2,190 | $2,854-23.3% | $2,721-19.5% | $4,299-49.1% |
| Participant deferral / active EE | $1,079 | $4,454-75.8% | $4,175-74.2% | $6,507-83.4% |
| Admin fee / account holder | $58 | $5,568-99.0% | $5,349-98.9% | $12,624-99.5% |