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 | $37,011 | $72,400-48.9% | $67,502-45.2% | $145,922-74.6% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 13.18% | 7182.46%-7169.3pp | 3512.12%-3498.9pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,603 | $3,069-47.8% | $2,731-41.3% | $4,660-65.6% |
| Participant deferral / active EE | $4,177 | $4,783-12.7% | $4,000+4.4% | $6,688-37.5% |
| Admin fee / account holder | $40 | $5,539-99.3% | $3,998-99.0% | $13,397-99.7% |