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 | $23,871 | $56,199-57.5% | $67,652-64.7% | $59,632-60.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 5.55% | 18505.31%-18499.8pp | 6625.04%-6619.5pp | 2041.28%-2035.7pp |
| Employer contribution / active EE | $3,107 | $1,614+92.4% | $2,266+37.1% | $2,203+41.0% |
| Participant deferral / active EE | $3,475 | $2,844+22.2% | $3,560-2.4% | $3,192+8.9% |
| Admin fee / account holder | $248 | $3,958-93.7% | $4,821-94.9% | $4,297-94.2% |