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 | $41,257 | $85,766-51.9% | $136,294-69.7% | $70,131-41.2% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 20.17% | 31.45%-11.3pp | 5155.94%-5135.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $2,000 | $2,966-32.6% | $4,695-57.4% | $2,342-14.6% |
| Participant deferral / active EE | $4,605 | $5,051-8.8% | $6,247-26.3% | $3,332+38.2% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |