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 | $55,938 | $56,199-0.5% | $67,652-17.3% | $59,632-6.2% |
| Participation rate | 97.4% | 71.5%+26.0pp | 75.7%+21.8pp | 68.7%+28.8pp |
| Annual return | 0.43% | 18505.31%-18504.9pp | 6625.04%-6624.6pp | 2041.28%-2040.9pp |
| Employer contribution / active EE | $1,749 | $1,614+8.3% | $2,266-22.8% | $2,203-20.6% |
| Participant deferral / active EE | $4,239 | $2,844+49.1% | $3,560+19.1% | $3,192+32.8% |
| Admin fee / account holder | $116 | $3,958-97.1% | $4,821-97.6% | $4,297-97.3% |