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 | $17,746 | $105,998-83.3% | $92,233-80.8% | $147,584-88.0% |
| Participation rate | 84.2% | 80.4%+3.8pp | 76.5%+7.7pp | 82.8%+1.4pp |
| Annual return | 30.63% | 50.05%-19.4pp | 176.28%-145.7pp | 578.55%-547.9pp |
| Employer contribution / active EE | $1,074 | $4,333-75.2% | $3,679-70.8% | $4,876-78.0% |
| Participant deferral / active EE | $1,487 | $4,478-66.8% | $3,897-61.8% | $5,439-72.7% |
| Admin fee / account holder | $176 | $6,332-97.2% | $5,194-96.6% | $10,885-98.4% |