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 | $43,410 | $99,020-56.2% | $86,590-49.9% | $147,584-70.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.12% | 1312.34%-1298.2pp | 964.84%-950.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,389 | $3,132-55.7% | $2,839-51.1% | $4,876-71.5% |
| Participant deferral / active EE | $2,648 | $3,972-33.3% | $3,609-26.6% | $5,439-51.3% |
| Admin fee / account holder | $98 | $5,710-98.3% | $4,906-98.0% | $10,885-99.1% |