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 | $19,515 | $105,998-81.6% | $92,233-78.8% | $147,584-86.8% |
| Participation rate | 76.5% | 80.4%-3.9pp | 76.5%0pp | 82.8%-6.4pp |
| Annual return | 29.37% | 50.05%-20.7pp | 176.28%-146.9pp | 578.55%-549.2pp |
| Employer contribution / active EE | $1,079 | $4,333-75.1% | $3,679-70.7% | $4,876-77.9% |
| Participant deferral / active EE | $1,815 | $4,478-59.5% | $3,897-53.4% | $5,439-66.6% |
| Admin fee / account holder | $1 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |