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 | $55,700 | $142,405-60.9% | $115,157-51.6% | $152,861-63.6% |
| Participation rate | 85.7% | 82.4%+3.4pp | 75.9%+9.8pp | 82.4%+3.3pp |
| Annual return | 25.88% | 41.48%-15.6pp | 35.60%-9.7pp | 345.32%-319.4pp |
| Employer contribution / active EE | $798 | $4,010-80.1% | $3,179-74.9% | $4,762-83.2% |
| Participant deferral / active EE | $1,840 | $5,164-64.4% | $4,168-55.9% | $5,850-68.6% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |