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 | $24,096 | $99,652-75.8% | $78,778-69.4% | $147,584-83.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 23.62% | 47.28%-23.7pp | 35.62%-12.0pp | 578.55%-554.9pp |
| Employer contribution / active EE | $2,038 | $2,796-27.1% | $1,986+2.6% | $4,876-58.2% |
| Participant deferral / active EE | $3,721 | $3,664+1.6% | $2,958+25.8% | $5,439-31.6% |
| Admin fee / account holder | $185 | $7,155-97.4% | $5,134-96.4% | $10,885-98.3% |