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 | $86,380 | $79,449+8.7% | $189,557-54.4% | $85,850+0.6% |
| Participation rate | 100.0% | 66.0%+34.0pp | 78.4%+21.6pp | 69.3%+30.7pp |
| Annual return | 34.05% | 18.45%+15.6pp | 64.17%-30.1pp | 318.53%-284.5pp |
| Employer contribution / active EE | $2,000 | $2,081-3.9% | $4,412-54.7% | $2,565-22.0% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $45 | $5,377-99.2% | $9,807-99.5% | $6,260-99.3% |