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 | $14,850 | $100,901-85.3% | $75,670-80.4% | $147,584-89.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 20.07% | 35.78%-15.7pp | 27.34%-7.3pp | 578.55%-558.5pp |
| Employer contribution / active EE | $2,252 | $3,253-30.8% | $2,352-4.2% | $4,876-53.8% |
| Participant deferral / active EE | $4,522 | $4,027+12.3% | $3,142+43.9% | $5,439-16.9% |
| Admin fee / account holder | $164 | $11,285-98.5% | $5,800-97.2% | $10,885-98.5% |