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 | $53,203 | $176,662-69.9% | $130,648-59.3% | $152,861-65.2% |
| Participation rate | 90.0% | 79.0%+11.0pp | 71.7%+18.3pp | 82.4%+7.6pp |
| Annual return | 21.64% | 2692.24%-2670.6pp | 1708.96%-1687.3pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,883 | $5,742-49.8% | $4,092-29.5% | $4,762-39.5% |
| Participant deferral / active EE | $3,421 | $4,361-21.6% | $3,603-5.0% | $5,850-41.5% |
| Admin fee / account holder | $257 | $7,133-96.4% | $5,464-95.3% | $11,596-97.8% |