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 | $42,995 | $65,561-34.4% | $86,188-50.1% | $75,163-42.8% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 14.93% | 46.05%-31.1pp | 1168.45%-1153.5pp | 160.62%-145.7pp |
| Employer contribution / active EE | $4,163 | $1,553+168.1% | $2,380+74.9% | $2,670+55.9% |
| Participant deferral / active EE | $3,171 | $3,024+4.9% | $3,985-20.4% | $4,125-23.1% |
| Admin fee / account holder | $105 | $5,474-98.1% | $6,852-98.5% | $5,651-98.1% |