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 | $50,598 | $99,020-48.9% | $86,590-41.6% | $147,584-65.7% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 14.91% | 1312.34%-1297.4pp | 964.84%-949.9pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,450 | $3,132-53.7% | $2,839-48.9% | $4,876-70.3% |
| Participant deferral / active EE | $2,974 | $3,972-25.1% | $3,609-17.6% | $5,439-45.3% |
| Admin fee / account holder | $23 | $5,710-99.6% | $4,906-99.5% | $10,885-99.8% |