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 | $32,371 | $99,020-67.3% | $86,590-62.6% | $147,584-78.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 15.31% | 1312.34%-1297.0pp | 964.84%-949.5pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,739 | $3,132-44.5% | $2,839-38.7% | $4,876-64.3% |
| Participant deferral / active EE | $6,330 | $3,972+59.4% | $3,609+75.4% | $5,439+16.4% |
| Admin fee / account holder | $87 | $5,710-98.5% | $4,906-98.2% | $10,885-99.2% |