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 | $57,628 | $102,604-43.8% | $86,188-33.1% | $139,434-58.7% |
| Participation rate | 90.5% | 74.5%+16.0pp | 69.0%+21.5pp | 80.3%+10.2pp |
| Annual return | 15.97% | 1922.51%-1906.5pp | 1168.45%-1152.5pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,034 | $3,032-32.9% | $2,380-14.6% | $4,751-57.2% |
| Participant deferral / active EE | $4,460 | $4,676-4.6% | $3,985+11.9% | $6,710-33.5% |
| Admin fee / account holder | $239 | $8,657-97.2% | $6,852-96.5% | $11,403-97.9% |