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 | $55,817 | $173,340-67.8% | $136,007-59.0% | $145,959-61.8% |
| Participation rate | 78.6% | 80.5%-1.9pp | 76.5%+2.1pp | 80.3%-1.7pp |
| Annual return | 13.31% | 1163.32%-1150.0pp | 579.32%-566.0pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,431 | $5,275-53.9% | $4,215-42.3% | $4,661-47.8% |
| Participant deferral / active EE | $4,338 | $8,699-50.1% | $7,024-38.2% | $6,689-35.1% |
| Admin fee / account holder | $5 | $9,954-100.0% | $6,858-99.9% | $13,398-100.0% |