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 | $16,141 | $109,817-85.3% | $98,442-83.6% | $167,490-90.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 16.02% | 1956.69%-1940.7pp | 1492.73%-1476.7pp | 478.56%-462.5pp |
| Employer contribution / active EE | $279 | $3,224-91.4% | $2,960-90.6% | $4,837-94.2% |
| Participant deferral / active EE | $1,063 | $4,673-77.2% | $4,276-75.1% | $6,341-83.2% |
| Admin fee / account holder | $197 | $6,753-97.1% | $5,949-96.7% | $12,309-98.4% |