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 | $13,011 | $88,751-85.3% | $81,812-84.1% | $145,922-91.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 9.94% | 1025.40%-1015.5pp | 773.79%-763.9pp | 561.29%-551.4pp |
| Employer contribution / active EE | $985 | $3,083-68.1% | $2,912-66.2% | $4,660-78.9% |
| Participant deferral / active EE | $985 | $4,643-78.8% | $4,319-77.2% | $6,688-85.3% |
| Admin fee / account holder | $297 | $8,415-96.5% | $7,386-96.0% | $13,397-97.8% |