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 | $43,196 | $112,096-61.5% | $95,952-55.0% | $158,922-72.8% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 15.00% | 171.09%-156.1pp | 91.61%-76.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,318 | $3,198-58.8% | $2,541-48.1% | $4,761-72.3% |
| Participant deferral / active EE | $5,080 | $4,784+6.2% | $4,167+21.9% | $5,982-15.1% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |