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 | $36,253 | $60,124-39.7% | $90,404-59.9% | $79,858-54.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.90% | 71.94%-51.0pp | 1293.02%-1272.1pp | 31.71%-10.8pp |
| Employer contribution / active EE | $1,284 | $2,068-37.9% | $3,262-60.6% | $2,471-48.0% |
| Participant deferral / active EE | $1,529 | $2,938-48.0% | $3,963-61.4% | $3,740-59.1% |
| Admin fee / account holder | $80 | $3,976-98.0% | $5,611-98.6% | $5,306-98.5% |