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 | $36,477 | $105,998-65.6% | $92,233-60.5% | $147,584-75.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.60% | 50.05%-36.4pp | 176.28%-162.7pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,532 | $4,333-41.6% | $3,679-31.2% | $4,876-48.1% |
| Participant deferral / active EE | $2,774 | $4,478-38.0% | $3,897-28.8% | $5,439-49.0% |
| Admin fee / account holder | $118 | $6,332-98.1% | $5,194-97.7% | $10,885-98.9% |