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 | $33,640 | $100,852-66.6% | $90,404-62.8% | $158,922-78.8% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.7%+7.3pp | 82.0%-2.0pp |
| Annual return | 16.67% | 1724.20%-1707.5pp | 1293.02%-1276.3pp | 302.83%-286.2pp |
| Employer contribution / active EE | $975 | $3,689-73.6% | $3,262-70.1% | $4,761-79.5% |
| Participant deferral / active EE | $975 | $4,348-77.6% | $3,963-75.4% | $5,982-83.7% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |