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 | $36,892 | $100,852-63.4% | $90,404-59.2% | $158,922-76.8% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 8.05% | 1724.20%-1716.2pp | 1293.02%-1285.0pp | 302.83%-294.8pp |
| Employer contribution / active EE | $769 | $3,689-79.1% | $3,262-76.4% | $4,761-83.8% |
| Participant deferral / active EE | $1,593 | $4,348-63.4% | $3,963-59.8% | $5,982-73.4% |
| Admin fee / account holder | -$79 | $6,501-101.2% | $5,611-101.4% | $11,246-100.7% |