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 | $40,093 | $99,020-59.5% | $86,590-53.7% | $147,584-72.8% |
| Participation rate | 78.6% | 76.3%+2.2pp | 73.5%+5.0pp | 82.8%-4.3pp |
| Annual return | 16.91% | 1312.34%-1295.4pp | 964.84%-947.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $995 | $3,132-68.2% | $2,839-64.9% | $4,876-79.6% |
| Participant deferral / active EE | $2,300 | $3,972-42.1% | $3,609-36.3% | $5,439-57.7% |
| Admin fee / account holder | $196 | $5,710-96.6% | $4,906-96.0% | $10,885-98.2% |