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 | $60,680 | $156,846-61.3% | $121,098-49.9% | $139,434-56.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.17% | 1474.56%-1461.4pp | 985.75%-972.6pp | 372.94%-359.8pp |
| Employer contribution / active EE | $1,981 | $5,536-64.2% | $4,164-52.4% | $4,751-58.3% |
| Participant deferral / active EE | $4,985 | $4,844+2.9% | $4,080+22.2% | $6,710-25.7% |
| Admin fee / account holder | $176 | $6,946-97.5% | $5,644-96.9% | $11,403-98.5% |