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 | $33,934 | $176,662-80.8% | $130,648-74.0% | $152,861-77.8% |
| Participation rate | 70.0% | 79.0%-9.0pp | 71.7%-1.7pp | 82.4%-12.4pp |
| Annual return | 29.64% | 2692.24%-2662.6pp | 1708.96%-1679.3pp | 345.32%-315.7pp |
| Employer contribution / active EE | $817 | $5,742-85.8% | $4,092-80.0% | $4,762-82.8% |
| Participant deferral / active EE | $1,334 | $4,361-69.4% | $3,603-63.0% | $5,850-77.2% |
| Admin fee / account holder | $93 | $7,133-98.7% | $5,464-98.3% | $11,596-99.2% |