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 | $60,385 | $100,852-40.1% | $90,404-33.2% | $158,922-62.0% |
| Participation rate | 93.8% | 75.0%+18.7pp | 72.7%+21.1pp | 82.0%+11.8pp |
| Annual return | 9.36% | 1724.20%-1714.8pp | 1293.02%-1283.7pp | 302.83%-293.5pp |
| Employer contribution / active EE | $1,987 | $3,689-46.1% | $3,262-39.1% | $4,761-58.3% |
| Participant deferral / active EE | $2,890 | $4,348-33.5% | $3,963-27.1% | $5,982-51.7% |
| Admin fee / account holder | $6 | $6,501-99.9% | $5,611-99.9% | $11,246-99.9% |