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 | $30,814 | $99,020-68.9% | $86,590-64.4% | $147,584-79.1% |
| Participation rate | 75.0% | 76.3%-1.3pp | 73.5%+1.5pp | 82.8%-7.8pp |
| Annual return | 13.31% | 1312.34%-1299.0pp | 964.84%-951.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $696 | $3,132-77.8% | $2,839-75.5% | $4,876-85.7% |
| Participant deferral / active EE | $1,192 | $3,972-70.0% | $3,609-67.0% | $5,439-78.1% |
| Admin fee / account holder | $181 | $5,710-96.8% | $4,906-96.3% | $10,885-98.3% |