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 | $11,833 | $123,909-90.4% | $69,647-83.0% | $145,922-91.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 11.91% | 190.55%-178.6pp | 100.48%-88.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,130 | $2,682-20.6% | $1,712+24.4% | $4,660-54.3% |
| Participant deferral / active EE | $1,720 | $4,236-59.4% | $2,886-40.4% | $6,688-74.3% |
| Admin fee / account holder | $46 | $7,863-99.4% | $4,713-99.0% | $13,397-99.7% |