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 | $50,455 | $121,625-58.5% | $104,607-51.8% | $158,922-68.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 38.30% | 465.26%-427.0pp | 340.46%-302.2pp | 302.83%-264.5pp |
| Employer contribution / active EE | $874 | $3,163-72.4% | $2,681-67.4% | $4,761-81.7% |
| Participant deferral / active EE | $1,329 | $4,177-68.2% | $3,740-64.5% | $5,982-77.8% |
| Admin fee / account holder | $5 | $7,787-99.9% | $6,473-99.9% | $11,246-100.0% |