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 | $26,506 | $99,020-73.2% | $86,590-69.4% | $147,584-82.0% |
| Participation rate | 81.8% | 76.3%+5.5pp | 73.5%+8.3pp | 82.8%-1.0pp |
| Annual return | 11.51% | 1312.34%-1300.8pp | 964.84%-953.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $5,667 | $3,132+80.9% | $2,839+99.6% | $4,876+16.2% |
| Participant deferral / active EE | $1,528 | $3,972-61.5% | $3,609-57.7% | $5,439-71.9% |
| Admin fee / account holder | $200 | $5,710-96.5% | $4,906-95.9% | $10,885-98.2% |