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 | $42,564 | $105,998-59.8% | $92,233-53.9% | $147,584-71.2% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 14.31% | 50.05%-35.7pp | 176.28%-162.0pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,499 | $4,333-65.4% | $3,679-59.3% | $4,876-69.3% |
| Participant deferral / active EE | $1,504 | $4,478-66.4% | $3,897-61.4% | $5,439-72.3% |
| Admin fee / account holder | $242 | $6,332-96.2% | $5,194-95.3% | $10,885-97.8% |