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 | $25,703 | $98,750-74.0% | $149,696-82.8% | $79,858-67.8% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.5%+7.2pp | 69.6%+20.0pp |
| Annual return | 1174.33% | 27.43%+1146.9pp | 276.60%+897.7pp | 31.71%+1142.6pp |
| Employer contribution / active EE | $1,717 | $3,216-46.6% | $4,644-63.0% | $2,471-30.5% |
| Participant deferral / active EE | $5,076 | $5,680-10.6% | $6,842-25.8% | $3,740+35.7% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |