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 | $75,649 | $97,757-22.6% | $83,848-9.8% | $135,375-44.1% |
| Participation rate | 84.2% | 80.0%+4.3pp | 76.1%+8.1pp | 82.6%+1.6pp |
| Annual return | 1.62% | 1287.37%-1285.7pp | 850.88%-849.3pp | 519.73%-518.1pp |
| Employer contribution / active EE | $1,161 | $4,222-72.5% | $3,631-68.0% | $4,779-75.7% |
| Participant deferral / active EE | $4,253 | $4,682-9.2% | $4,082+4.2% | $5,609-24.2% |
| Admin fee / account holder | $222 | $6,674-96.7% | $5,478-96.0% | $10,827-98.0% |