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 | $44,046 | $107,334-59.0% | $92,893-52.6% | $152,861-71.2% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 33.50% | 145.58%-112.1pp | 109.41%-75.9pp | 345.32%-311.8pp |
| Employer contribution / active EE | $3,215 | $4,221-23.8% | $3,653-12.0% | $4,762-32.5% |
| Participant deferral / active EE | $3,681 | $4,845-24.0% | $4,236-13.1% | $5,850-37.1% |
| Admin fee / account holder | $43 | $7,079-99.4% | $5,794-99.3% | $11,596-99.6% |