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 | $39,353 | $100,852-61.0% | $90,404-56.5% | $158,922-75.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 16.50% | 1724.20%-1707.7pp | 1293.02%-1276.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $2,233 | $3,689-39.5% | $3,262-31.5% | $4,761-53.1% |
| Participant deferral / active EE | $5,841 | $4,348+34.3% | $3,963+47.4% | $5,982-2.4% |
| Admin fee / account holder | $183 | $6,501-97.2% | $5,611-96.7% | $11,246-98.4% |