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 | $37,303 | $88,751-58.0% | $81,812-54.4% | $145,922-74.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 15.78% | 1025.40%-1009.6pp | 773.79%-758.0pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,315 | $3,083-57.4% | $2,912-54.9% | $4,660-71.8% |
| Participant deferral / active EE | $2,862 | $4,643-38.4% | $4,319-33.7% | $6,688-57.2% |
| Admin fee / account holder | $13 | $8,415-99.8% | $7,386-99.8% | $13,397-99.9% |