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 | $25,235 | $100,852-75.0% | $90,404-72.1% | $158,922-84.1% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 17.41% | 1724.20%-1706.8pp | 1293.02%-1275.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $2,072 | $3,689-43.8% | $3,262-36.5% | $4,761-56.5% |
| Participant deferral / active EE | $3,715 | $4,348-14.6% | $3,963-6.3% | $5,982-37.9% |
| Admin fee / account holder | $79 | $6,501-98.8% | $5,611-98.6% | $11,246-99.3% |