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 | $26,368 | $99,020-73.4% | $86,590-69.5% | $147,584-82.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.87% | 1312.34%-1294.5pp | 964.84%-947.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,398 | $3,132-55.4% | $2,839-50.8% | $4,876-71.3% |
| Participant deferral / active EE | $5,559 | $3,972+40.0% | $3,609+54.1% | $5,439+2.2% |
| Admin fee / account holder | $106 | $5,710-98.1% | $4,906-97.8% | $10,885-99.0% |