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 | $19,251 | $105,998-81.8% | $92,233-79.1% | $147,584-87.0% |
| Participation rate | 84.6% | 80.4%+4.2pp | 76.5%+8.1pp | 82.8%+1.8pp |
| Annual return | 19.07% | 50.05%-31.0pp | 176.28%-157.2pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,215 | $4,333-48.9% | $3,679-39.8% | $4,876-54.6% |
| Participant deferral / active EE | $2,628 | $4,478-41.3% | $3,897-32.6% | $5,439-51.7% |
| Admin fee / account holder | $20 | $6,332-99.7% | $5,194-99.6% | $10,885-99.8% |