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 | $16,428 | $99,020-83.4% | $86,590-81.0% | $147,584-88.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.52% | 1312.34%-1291.8pp | 964.84%-944.3pp | 578.55%-558.0pp |
| Employer contribution / active EE | $3,014 | $3,132-3.8% | $2,839+6.2% | $4,876-38.2% |
| Participant deferral / active EE | $1,749 | $3,972-56.0% | $3,609-51.5% | $5,439-67.8% |
| Admin fee / account holder | $45 | $5,710-99.2% | $4,906-99.1% | $10,885-99.6% |