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 | $28,943 | $65,409-55.8% | $98,442-70.6% | $85,850-66.3% |
| Participation rate | 97.2% | 65.0%+32.2pp | 73.3%+23.9pp | 69.3%+27.9pp |
| Annual return | 12.43% | 21.76%-9.3pp | 1492.73%-1480.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $7,135 | $2,168+229.1% | $2,960+141.1% | $2,565+178.2% |
| Participant deferral / active EE | $0 | $3,166-100.0% | $4,276-100.0% | $3,952-100.0% |
| Admin fee / account holder | $43 | $4,593-99.1% | $5,949-99.3% | $6,260-99.3% |