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 | $44,868 | $99,020-54.7% | $86,590-48.2% | $147,584-69.6% |
| Participation rate | 95.8% | 76.3%+19.5pp | 73.5%+22.3pp | 82.8%+13.0pp |
| Annual return | 9.36% | 1312.34%-1303.0pp | 964.84%-955.5pp | 578.55%-569.2pp |
| Employer contribution / active EE | $1,002 | $3,132-68.0% | $2,839-64.7% | $4,876-79.5% |
| Participant deferral / active EE | $1,833 | $3,972-53.9% | $3,609-49.2% | $5,439-66.3% |
| Admin fee / account holder | $217 | $5,710-96.2% | $4,906-95.6% | $10,885-98.0% |