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 | $59,120 | $99,079-40.3% | $77,999-24.2% | $273,961-78.4% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.5%-5.5pp | 83.0%-13.0pp |
| Annual return | 3.60% | 217.93%-214.3pp | 425.96%-422.4pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,761 | $3,308-46.8% | $2,470-28.7% | $4,869-63.8% |
| Participant deferral / active EE | $4,490 | $4,306+4.3% | $3,497+28.4% | $5,287-15.1% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |