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 | $41,841 | $57,281-27.0% | $86,612-51.7% | $75,163-44.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 15.12% | 2670.75%-2655.6pp | 591.07%-576.0pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,480 | $2,314-36.1% | $3,022-51.0% | $2,670-44.6% |
| Participant deferral / active EE | $3,663 | $3,318+10.4% | $4,438-17.5% | $4,125-11.2% |
| Admin fee / account holder | $186 | $4,112-95.5% | $5,614-96.7% | $5,651-96.7% |