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 | $11,647 | $100,852-88.5% | $90,404-87.1% | $158,922-92.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.95% | 1724.20%-1706.3pp | 1293.02%-1275.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,223 | $3,689-66.8% | $3,262-62.5% | $4,761-74.3% |
| Participant deferral / active EE | $1,199 | $4,348-72.4% | $3,963-69.8% | $5,982-80.0% |
| Admin fee / account holder | $16 | $6,501-99.8% | $5,611-99.7% | $11,246-99.9% |