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 | $21,428 | $99,020-78.4% | $86,590-75.3% | $147,584-85.5% |
| Participation rate | 92.9% | 76.3%+16.5pp | 73.5%+19.3pp | 82.8%+10.0pp |
| Annual return | 23.66% | 1312.34%-1288.7pp | 964.84%-941.2pp | 578.55%-554.9pp |
| Employer contribution / active EE | $1,152 | $3,132-63.2% | $2,839-59.4% | $4,876-76.4% |
| Participant deferral / active EE | $3,698 | $3,972-6.9% | $3,609+2.5% | $5,439-32.0% |
| Admin fee / account holder | $88 | $5,710-98.5% | $4,906-98.2% | $10,885-99.2% |