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 | $25,915 | $150,440-82.8% | $136,294-81.0% | $147,584-82.4% |
| Participation rate | 93.8% | 84.4%+9.3pp | 81.9%+11.8pp | 82.8%+10.9pp |
| Annual return | 17.29% | 1049.08%-1031.8pp | 5155.94%-5138.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $1,445 | $5,256-72.5% | $4,695-69.2% | $4,876-70.4% |
| Participant deferral / active EE | $4,410 | $6,630-33.5% | $6,247-29.4% | $5,439-18.9% |
| Admin fee / account holder | $13 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |