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 | $25,864 | $99,020-73.9% | $86,590-70.1% | $147,584-82.5% |
| Participation rate | 77.8% | 76.3%+1.4pp | 73.5%+4.2pp | 82.8%-5.1pp |
| Annual return | 19.39% | 1312.34%-1292.9pp | 964.84%-945.5pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,025 | $3,132-35.4% | $2,839-28.7% | $4,876-58.5% |
| Participant deferral / active EE | $3,524 | $3,972-11.3% | $3,609-2.4% | $5,439-35.2% |
| Admin fee / account holder | $61 | $5,710-98.9% | $4,906-98.8% | $10,885-99.4% |