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 | $19,279 | $109,817-82.4% | $98,442-80.4% | $167,490-88.5% |
| Participation rate | 84.6% | 75.8%+8.8pp | 73.3%+11.3pp | 82.1%+2.5pp |
| Annual return | 17.50% | 1956.69%-1939.2pp | 1492.73%-1475.2pp | 478.56%-461.1pp |
| Employer contribution / active EE | $2,358 | $3,224-26.9% | $2,960-20.3% | $4,837-51.3% |
| Participant deferral / active EE | $4,651 | $4,673-0.5% | $4,276+8.8% | $6,341-26.7% |
| Admin fee / account holder | $34 | $6,753-99.5% | $5,949-99.4% | $12,309-99.7% |