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 | $38,347 | $202,318-81.0% | $172,739-77.8% | $152,861-74.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 22.79% | 1029.65%-1006.9pp | 802.84%-780.0pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,087 | $5,856-64.4% | $5,143-59.4% | $4,762-56.2% |
| Participant deferral / active EE | $4,566 | $5,948-23.2% | $5,198-12.1% | $5,850-21.9% |
| Admin fee / account holder | $122 | $17,109-99.3% | $13,954-99.1% | $11,596-99.0% |