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 | $22,783 | $109,817-79.3% | $98,442-76.9% | $167,490-86.4% |
| Participation rate | 90.0% | 75.8%+14.2pp | 73.3%+16.7pp | 82.1%+7.9pp |
| Annual return | 13.39% | 1956.69%-1943.3pp | 1492.73%-1479.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $2,960-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $3,017 | $4,673-35.5% | $4,276-29.5% | $6,341-52.4% |
| Admin fee / account holder | $255 | $6,753-96.2% | $5,949-95.7% | $12,309-97.9% |