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 | $22,745 | $105,998-78.5% | $92,233-75.3% | $147,584-84.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.53% | 50.05%-35.5pp | 176.28%-161.7pp | 578.55%-564.0pp |
| Employer contribution / active EE | $5,666 | $4,333+30.8% | $3,679+54.0% | $4,876+16.2% |
| Participant deferral / active EE | $3,235 | $4,478-27.8% | $3,897-17.0% | $5,439-40.5% |
| Admin fee / account holder | $87 | $6,332-98.6% | $5,194-98.3% | $10,885-99.2% |