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 | $60,202 | $99,020-39.2% | $86,590-30.5% | $147,584-59.2% |
| Participation rate | 71.4% | 76.3%-4.9pp | 73.5%-2.1pp | 82.8%-11.4pp |
| Annual return | 14.54% | 1312.34%-1297.8pp | 964.84%-950.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $714 | $3,132-77.2% | $2,839-74.9% | $4,876-85.4% |
| Participant deferral / active EE | $2,663 | $3,972-33.0% | $3,609-26.2% | $5,439-51.0% |
| Admin fee / account holder | $294 | $5,710-94.8% | $4,906-94.0% | $10,885-97.3% |