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 | $63,827 | $99,020-35.5% | $86,590-26.3% | $147,584-56.8% |
| Participation rate | 90.9% | 76.3%+14.6pp | 73.5%+17.4pp | 82.8%+8.1pp |
| Annual return | 19.58% | 1312.34%-1292.8pp | 964.84%-945.3pp | 578.55%-559.0pp |
| Employer contribution / active EE | $2,125 | $3,132-32.1% | $2,839-25.2% | $4,876-56.4% |
| Participant deferral / active EE | $3,349 | $3,972-15.7% | $3,609-7.2% | $5,439-38.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |