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 | $45,338 | $65,561-30.8% | $86,188-47.4% | $75,163-39.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 19.32% | 46.05%-26.7pp | 1168.45%-1149.1pp | 160.62%-141.3pp |
| Employer contribution / active EE | $2,372 | $1,553+52.7% | $2,380-0.4% | $2,670-11.2% |
| Participant deferral / active EE | $3,950 | $3,024+30.7% | $3,985-0.9% | $4,125-4.2% |
| Admin fee / account holder | $223 | $5,474-95.9% | $6,852-96.7% | $5,651-96.1% |