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 | $44,196 | $100,041-55.8% | $149,718-70.5% | $70,131-37.0% |
| Participation rate | 88.0% | 83.6%+4.4pp | 87.1%+0.9pp | 69.5%+18.5pp |
| Annual return | 14.41% | 27.43%-13.0pp | 1501.63%-1487.2pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,778 | $3,662-51.5% | $5,445-67.4% | $2,342-24.1% |
| Participant deferral / active EE | $2,470 | $4,983-50.4% | $6,569-62.4% | $3,332-25.9% |
| Admin fee / account holder | $0 | $8,286-100.0% | $11,283-100.0% | $4,645-100.0% |