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 | $26,386 | $102,604-74.3% | $86,188-69.4% | $139,434-81.1% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.5pp |
| Annual return | 22.12% | 1922.51%-1900.4pp | 1168.45%-1146.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $1,908 | $3,032-37.1% | $2,380-19.8% | $4,751-59.8% |
| Participant deferral / active EE | $3,781 | $4,676-19.1% | $3,985-5.1% | $6,710-43.7% |
| Admin fee / account holder | $3 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |