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 | $18,551 | $57,281-67.6% | $86,612-78.6% | $75,163-75.3% |
| Participation rate | 93.1% | 63.2%+29.9pp | 71.7%+21.4pp | 67.2%+25.9pp |
| Annual return | 19.70% | 2670.75%-2651.1pp | 591.07%-571.4pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,323 | $2,314-42.8% | $3,022-56.2% | $2,670-50.4% |
| Participant deferral / active EE | $3,352 | $3,318+1.0% | $4,438-24.5% | $4,125-18.7% |
| Admin fee / account holder | $94 | $4,112-97.7% | $5,614-98.3% | $5,651-98.3% |