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 | $34,667 | $72,396-52.1% | $67,511-48.6% | $145,959-76.2% |
| Participation rate | 75.0% | 76.9%-1.9pp | 72.9%+2.1pp | 80.3%-5.3pp |
| Annual return | 12.80% | 7194.07%-7181.3pp | 3517.41%-3504.6pp | 561.95%-549.1pp |
| Employer contribution / active EE | $1,154 | $3,071-62.4% | $2,733-57.8% | $4,661-75.2% |
| Participant deferral / active EE | $1,685 | $4,781-64.8% | $4,000-57.9% | $6,689-74.8% |
| Admin fee / account holder | $257 | $5,538-95.4% | $3,999-93.6% | $13,398-98.1% |