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 | $32,499 | $105,998-69.3% | $92,233-64.8% | $147,584-78.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 13.13% | 50.05%-36.9pp | 176.28%-163.2pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,148 | $4,333-73.5% | $3,679-68.8% | $4,876-76.5% |
| Participant deferral / active EE | $1,144 | $4,478-74.4% | $3,897-70.6% | $5,439-79.0% |
| Admin fee / account holder | $61 | $6,332-99.0% | $5,194-98.8% | $10,885-99.4% |