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 | $26,088 | $99,020-73.7% | $86,590-69.9% | $147,584-82.3% |
| Participation rate | 90.0% | 76.3%+13.7pp | 73.5%+16.5pp | 82.8%+7.2pp |
| Annual return | 19.82% | 1312.34%-1292.5pp | 964.84%-945.0pp | 578.55%-558.7pp |
| Employer contribution / active EE | $2,146 | $3,132-31.5% | $2,839-24.4% | $4,876-56.0% |
| Participant deferral / active EE | $3,703 | $3,972-6.8% | $3,609+2.6% | $5,439-31.9% |
| Admin fee / account holder | $160 | $5,710-97.2% | $4,906-96.7% | $10,885-98.5% |