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 | $24,255 | $92,222-73.7% | $76,768-68.4% | $135,375-82.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | 49.58% | 5.46%+44.1pp | 2.43%+47.2pp | 519.73%-470.2pp |
| Employer contribution / active EE | $2,203 | $3,216-31.5% | $2,485-11.4% | $4,779-53.9% |
| Participant deferral / active EE | $3,001 | $4,509-33.4% | $3,852-22.1% | $5,609-46.5% |
| Admin fee / account holder | $27 | $10,748-99.8% | $6,675-99.6% | $10,827-99.8% |