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 | $31,679 | $202,318-84.3% | $172,739-81.7% | $152,861-79.3% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.4%+8.9pp |
| Annual return | 22.24% | 1029.65%-1007.4pp | 802.84%-780.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,773 | $5,856-69.7% | $5,143-65.5% | $4,762-62.8% |
| Participant deferral / active EE | $2,994 | $5,948-49.7% | $5,198-42.4% | $5,850-48.8% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |