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 | $21,852 | $96,305-77.3% | $80,569-72.9% | $139,434-84.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 11.02% | 1350.08%-1339.1pp | 935.43%-924.4pp | 372.94%-361.9pp |
| Employer contribution / active EE | $2,476 | $3,262-24.1% | $2,723-9.1% | $4,751-47.9% |
| Participant deferral / active EE | $7,475 | $5,232+42.9% | $4,447+68.1% | $6,710+11.4% |
| Admin fee / account holder | $30 | $6,599-99.5% | $5,377-99.4% | $11,403-99.7% |