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 | $22,298 | $99,020-77.5% | $86,590-74.2% | $147,584-84.9% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 21.21% | 1312.34%-1291.1pp | 964.84%-943.6pp | 578.55%-557.3pp |
| Employer contribution / active EE | $1,203 | $3,132-61.6% | $2,839-57.6% | $4,876-75.3% |
| Participant deferral / active EE | $3,134 | $3,972-21.1% | $3,609-13.2% | $5,439-42.4% |
| Admin fee / account holder | $14 | $5,710-99.8% | $4,906-99.7% | $10,885-99.9% |