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 | $22,450 | $102,966-78.2% | $90,281-75.1% | $152,861-85.3% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.4%-9.1pp |
| Annual return | 24.14% | 95.16%-71.0pp | 78.10%-54.0pp | 345.32%-321.2pp |
| Employer contribution / active EE | $590 | $3,139-81.2% | $2,854-79.3% | $4,762-87.6% |
| Participant deferral / active EE | $800 | $4,281-81.3% | $3,885-79.4% | $5,850-86.3% |
| Admin fee / account holder | $152 | $6,171-97.5% | $5,351-97.2% | $11,596-98.7% |