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 | $40,426 | $106,890-62.2% | $84,015-51.9% | $152,861-73.6% |
| Participation rate | 77.8% | 75.2%+2.5pp | 69.0%+8.8pp | 82.4%-4.7pp |
| Annual return | 23.33% | 104.99%-81.7pp | 71.31%-48.0pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,387 | $2,734-49.3% | $1,983-30.1% | $4,762-70.9% |
| Participant deferral / active EE | $2,467 | $4,011-38.5% | $3,239-23.8% | $5,850-57.8% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |