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 | $75,757 | $100,852-24.9% | $90,404-16.2% | $158,922-52.3% |
| Participation rate | 70.6% | 75.0%-4.4pp | 72.7%-2.1pp | 82.0%-11.4pp |
| Annual return | 18.25% | 1724.20%-1706.0pp | 1293.02%-1274.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $974 | $3,689-73.6% | $3,262-70.1% | $4,761-79.5% |
| Participant deferral / active EE | $2,921 | $4,348-32.8% | $3,963-26.3% | $5,982-51.2% |
| Admin fee / account holder | $294 | $6,501-95.5% | $5,611-94.8% | $11,246-97.4% |