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 | $123,982-90.5% | $69,701-83.0% | $145,959-91.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 11.91% | 191.01%-179.1pp | 100.32%-88.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $2,130 | $2,681-20.5% | $1,713+24.3% | $4,661-54.3% |
| Participant deferral / active EE | $1,720 | $4,236-59.4% | $2,887-40.4% | $6,689-74.3% |
| Admin fee / account holder | $46 | $7,867-99.4% | $4,717-99.0% | $13,398-99.7% |