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 | $89,925 | $108,919-17.4% | $100,391-10.4% | $145,922-38.4% |
| Participation rate | 76.9% | 82.9%-6.0pp | 81.5%-4.6pp | 80.3%-3.4pp |
| Annual return | 20.28% | 57.88%-37.6pp | 49.20%-28.9pp | 561.29%-541.0pp |
| Employer contribution / active EE | $1,469 | $4,419-66.8% | $3,942-62.7% | $4,660-68.5% |
| Participant deferral / active EE | $2,468 | $8,445-70.8% | $8,082-69.5% | $6,688-63.1% |
| Admin fee / account holder | $8 | $9,689-99.9% | $7,899-99.9% | $13,397-99.9% |