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 | $7,173 | $72,400-90.1% | $67,502-89.4% | $145,922-95.1% |
| Participation rate | 95.7% | 76.9%+18.8pp | 72.9%+22.8pp | 80.3%+15.4pp |
| Annual return | 15.97% | 7182.46%-7166.5pp | 3512.12%-3496.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $1,309 | $3,069-57.4% | $2,731-52.1% | $4,660-71.9% |
| Participant deferral / active EE | $2,255 | $4,783-52.9% | $4,000-43.6% | $6,688-66.3% |
| Admin fee / account holder | $202 | $5,539-96.4% | $3,998-95.0% | $13,397-98.5% |