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 6-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 | $20,534 | $96,305-78.7% | $80,569-74.5% | $139,434-85.3% |
| Participation rate | 72.7% | 73.6%-0.9pp | 67.0%+5.7pp | 80.3%-7.6pp |
| Annual return | 22.00% | 1350.08%-1328.1pp | 935.43%-913.4pp | 372.94%-350.9pp |
| Employer contribution / active EE | $2,276 | $3,262-30.2% | $2,723-16.4% | $4,751-52.1% |
| Participant deferral / active EE | $2,956 | $5,232-43.5% | $4,447-33.5% | $6,710-56.0% |
| Admin fee / account holder | $8 | $6,599-99.9% | $5,377-99.9% | $11,403-99.9% |