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 | $56,776 | $99,652-43.0% | $78,778-27.9% | $147,584-61.5% |
| Participation rate | 76.9% | 76.2%+0.7pp | 69.2%+7.7pp | 82.8%-5.9pp |
| Annual return | 16.65% | 47.28%-30.6pp | 35.62%-19.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $419 | $2,796-85.0% | $1,986-78.9% | $4,876-91.4% |
| Participant deferral / active EE | $874 | $3,664-76.2% | $2,958-70.5% | $5,439-83.9% |
| Admin fee / account holder | $5 | $7,155-99.9% | $5,134-99.9% | $10,885-100.0% |