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 | $21,751 | $99,020-78.0% | $86,590-74.9% | $147,584-85.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 21.59% | 1312.34%-1290.7pp | 964.84%-943.2pp | 578.55%-557.0pp |
| Employer contribution / active EE | $1,857 | $3,132-40.7% | $2,839-34.6% | $4,876-61.9% |
| Participant deferral / active EE | $4,154 | $3,972+4.6% | $3,609+15.1% | $5,439-23.6% |
| Admin fee / account holder | $223 | $5,710-96.1% | $4,906-95.4% | $10,885-97.9% |