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 | $44,966 | $100,852-55.4% | $90,404-50.3% | $158,922-71.7% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 14.65% | 1724.20%-1709.6pp | 1293.02%-1278.4pp | 302.83%-288.2pp |
| Employer contribution / active EE | $796 | $3,689-78.4% | $3,262-75.6% | $4,761-83.3% |
| Participant deferral / active EE | $2,605 | $4,348-40.1% | $3,963-34.3% | $5,982-56.4% |
| Admin fee / account holder | $264 | $6,501-95.9% | $5,611-95.3% | $11,246-97.7% |