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 | $21,750 | $99,020-78.0% | $86,590-74.9% | $147,584-85.3% |
| Participation rate | 82.4% | 76.3%+6.0pp | 73.5%+8.8pp | 82.8%-0.5pp |
| Annual return | 12.29% | 1312.34%-1300.0pp | 964.84%-952.6pp | 578.55%-566.3pp |
| Employer contribution / active EE | $2,441 | $3,132-22.1% | $2,839-14.0% | $4,876-49.9% |
| Participant deferral / active EE | $4,260 | $3,972+7.2% | $3,609+18.1% | $5,439-21.7% |
| Admin fee / account holder | $300 | $5,710-94.7% | $4,906-93.9% | $10,885-97.2% |