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 | $19,800 | $105,998-81.3% | $92,233-78.5% | $147,584-86.6% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 18.45% | 50.05%-31.6pp | 176.28%-157.8pp | 578.55%-560.1pp |
| Employer contribution / active EE | $950 | $4,333-78.1% | $3,679-74.2% | $4,876-80.5% |
| Participant deferral / active EE | $1,927 | $4,478-57.0% | $3,897-50.6% | $5,439-64.6% |
| Admin fee / account holder | $67 | $6,332-98.9% | $5,194-98.7% | $10,885-99.4% |