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 | $32,026 | $88,751-63.9% | $81,812-60.9% | $145,922-78.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.32% | 1025.40%-1002.1pp | 773.79%-750.5pp | 561.29%-538.0pp |
| Employer contribution / active EE | $2,774 | $3,083-10.0% | $2,912-4.8% | $4,660-40.5% |
| Participant deferral / active EE | $4,111 | $4,643-11.5% | $4,319-4.8% | $6,688-38.5% |
| Admin fee / account holder | $218 | $8,415-97.4% | $7,386-97.0% | $13,397-98.4% |