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 | $40,509 | $99,020-59.1% | $86,590-53.2% | $147,584-72.6% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 11.37% | 1312.34%-1301.0pp | 964.84%-953.5pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,555 | $3,132-50.4% | $2,839-45.3% | $4,876-68.1% |
| Participant deferral / active EE | $4,051 | $3,972+2.0% | $3,609+12.3% | $5,439-25.5% |
| Admin fee / account holder | $249 | $5,710-95.6% | $4,906-94.9% | $10,885-97.7% |