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 | $40,915 | $99,020-58.7% | $86,590-52.7% | $147,584-72.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 23.74% | 1312.34%-1288.6pp | 964.84%-941.1pp | 578.55%-554.8pp |
| Employer contribution / active EE | $1,911 | $3,132-39.0% | $2,839-32.7% | $4,876-60.8% |
| Participant deferral / active EE | $12,618 | $3,972+217.7% | $3,609+249.7% | $5,439+132.0% |
| Admin fee / account holder | $143 | $5,710-97.5% | $4,906-97.1% | $10,885-98.7% |