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 | $134,980 | $129,217+4.5% | $93,406+44.5% | $158,922-15.1% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 16.14% | 118.21%-102.1pp | 78.05%-61.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $979 | $2,711-63.9% | $2,075-52.8% | $4,761-79.4% |
| Participant deferral / active EE | $2,600 | $3,909-33.5% | $3,126-16.8% | $5,982-56.5% |
| Admin fee / account holder | $20 | $7,383-99.7% | $5,230-99.6% | $11,246-99.8% |