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 | $21,745 | $99,079-78.1% | $77,999-72.1% | $273,961-92.1% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.5%-5.5pp | 83.0%-13.0pp |
| Annual return | 2.56% | 217.93%-215.4pp | 425.96%-423.4pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,379 | $3,308-58.3% | $2,470-44.2% | $4,869-71.7% |
| Participant deferral / active EE | $3,960 | $4,306-8.0% | $3,497+13.2% | $5,287-25.1% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |