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 | $39,401 | $115,770-66.0% | $101,248-61.1% | $158,922-75.2% |
| Participation rate | 73.3% | 79.4%-6.0pp | 75.8%-2.5pp | 82.0%-8.6pp |
| Annual return | 26.77% | 56.14%-29.4pp | 46.47%-19.7pp | 302.83%-276.1pp |
| Employer contribution / active EE | $1,785 | $4,175-57.2% | $3,660-51.2% | $4,761-62.5% |
| Participant deferral / active EE | $3,142 | $4,957-36.6% | $4,370-28.1% | $5,982-47.5% |
| Admin fee / account holder | $0 | $7,245-100.0% | $5,945-100.0% | $11,246-100.0% |