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 | $24,730 | $76,738-67.8% | $56,411-56.2% | $145,922-83.1% |
| Participation rate | 83.3% | 63.2%+20.1pp | 52.5%+30.9pp | 80.3%+3.1pp |
| Annual return | 10.55% | 2994.23%-2983.7pp | 1701.33%-1690.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,230 | $1,380-10.9% | $1,039+18.4% | $4,660-73.6% |
| Participant deferral / active EE | $5,203 | $2,623+98.4% | $1,952+166.6% | $6,688-22.2% |
| Admin fee / account holder | $0 | $3,334-100.0% | $2,829-100.0% | $13,397-100.0% |