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 | $63,013 | $115,708-45.5% | $65,255-3.4% | $139,434-54.8% |
| Participation rate | 71.4% | 67.8%+3.6pp | 65.0%+6.5pp | 80.3%-8.9pp |
| Annual return | 17.79% | 31.19%-13.4pp | 47.35%-29.6pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,549 | $2,599-40.4% | $1,691-8.4% | $4,751-67.4% |
| Participant deferral / active EE | $3,876 | $4,240-8.6% | $2,831+36.9% | $6,710-42.2% |
| Admin fee / account holder | $0 | $6,698-100.0% | $4,112-100.0% | $11,403-100.0% |