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 | $39,421 | $112,096-64.8% | $95,952-58.9% | $158,922-75.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.59% | 171.09%-151.5pp | 91.61%-72.0pp | 302.83%-283.2pp |
| Employer contribution / active EE | $2,637 | $3,198-17.6% | $2,541+3.8% | $4,761-44.6% |
| Participant deferral / active EE | $3,153 | $4,784-34.1% | $4,167-24.3% | $5,982-47.3% |
| Admin fee / account holder | $31 | $10,130-99.7% | $6,795-99.5% | $11,246-99.7% |