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 | $65,998 | $100,852-34.6% | $90,404-27.0% | $158,922-58.5% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 9.05% | 1724.20%-1715.2pp | 1293.02%-1284.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $665 | $3,689-82.0% | $3,262-79.6% | $4,761-86.0% |
| Participant deferral / active EE | $2,935 | $4,348-32.5% | $3,963-25.9% | $5,982-50.9% |
| Admin fee / account holder | $242 | $6,501-96.3% | $5,611-95.7% | $11,246-97.8% |