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 | $25,498 | $99,020-74.2% | $86,590-70.6% | $147,584-82.7% |
| Participation rate | 84.6% | 76.3%+8.3pp | 73.5%+11.1pp | 82.8%+1.8pp |
| Annual return | 18.02% | 1312.34%-1294.3pp | 964.84%-946.8pp | 578.55%-560.5pp |
| Employer contribution / active EE | $964 | $3,132-69.2% | $2,839-66.1% | $4,876-80.2% |
| Participant deferral / active EE | $1,793 | $3,972-54.9% | $3,609-50.3% | $5,439-67.0% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |