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 | $30,353 | $74,888-59.5% | $71,209-57.4% | $142,382-78.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.85% | 345.14%-325.3pp | 282.51%-262.7pp | 217.08%-197.2pp |
| Employer contribution / active EE | $2,315 | $2,854-18.9% | $2,721-14.9% | $4,299-46.1% |
| Participant deferral / active EE | $5,403 | $4,454+21.3% | $4,175+29.4% | $6,507-17.0% |
| Admin fee / account holder | $157 | $5,568-97.2% | $5,349-97.1% | $12,624-98.8% |