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 | $42,234 | $99,020-57.3% | $86,590-51.2% | $147,584-71.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.38% | 1312.34%-1299.0pp | 964.84%-951.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,313 | $3,132-26.1% | $2,839-18.5% | $4,876-52.6% |
| Participant deferral / active EE | $4,445 | $3,972+11.9% | $3,609+23.2% | $5,439-18.3% |
| Admin fee / account holder | $31 | $5,710-99.5% | $4,906-99.4% | $10,885-99.7% |