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 | $31,513 | $85,766-63.3% | $136,294-76.9% | $70,131-55.1% |
| Participation rate | 93.8% | 74.2%+19.6pp | 81.9%+11.8pp | 69.5%+24.2pp |
| Annual return | 35.76% | 31.45%+4.3pp | 5155.94%-5120.2pp | 73.14%-37.4pp |
| Employer contribution / active EE | $2,349 | $2,966-20.8% | $4,695-50.0% | $2,342+0.3% |
| Participant deferral / active EE | $6,131 | $5,051+21.4% | $6,247-1.9% | $3,332+84.0% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |