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 | $31,419 | $150,440-79.1% | $136,294-76.9% | $147,584-78.7% |
| Participation rate | 92.9% | 84.4%+8.4pp | 81.9%+10.9pp | 82.8%+10.0pp |
| Annual return | 17.37% | 1049.08%-1031.7pp | 5155.94%-5138.6pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,728 | $5,256-67.1% | $4,695-63.2% | $4,876-64.6% |
| Participant deferral / active EE | $4,567 | $6,630-31.1% | $6,247-26.9% | $5,439-16.0% |
| Admin fee / account holder | $145 | $10,905-98.7% | $9,243-98.4% | $10,885-98.7% |