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 | $32,154 | $124,185-74.1% | $108,410-70.3% | $167,490-80.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 17.95% | 1379.64%-1361.7pp | 905.27%-887.3pp | 478.56%-460.6pp |
| Employer contribution / active EE | $1,051 | $4,187-74.9% | $3,558-70.5% | $4,837-78.3% |
| Participant deferral / active EE | $11,457 | $6,908+65.8% | $6,563+74.6% | $6,341+80.7% |
| Admin fee / account holder | $119 | $9,455-98.7% | $7,295-98.4% | $12,309-99.0% |