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 | $37,944 | $109,817-65.4% | $98,442-61.5% | $167,490-77.3% |
| Participation rate | 87.5% | 75.8%+11.7pp | 73.3%+14.2pp | 82.1%+5.4pp |
| Annual return | 15.33% | 1956.69%-1941.4pp | 1492.73%-1477.4pp | 478.56%-463.2pp |
| Employer contribution / active EE | $3,911 | $3,224+21.3% | $2,960+32.1% | $4,837-19.1% |
| Participant deferral / active EE | $4,088 | $4,673-12.5% | $4,276-4.4% | $6,341-35.5% |
| Admin fee / account holder | $56 | $6,753-99.2% | $5,949-99.1% | $12,309-99.5% |