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 | $80,410 | $99,020-18.8% | $86,590-7.1% | $147,584-45.5% |
| Participation rate | 78.6% | 76.3%+2.2pp | 73.5%+5.0pp | 82.8%-4.3pp |
| Annual return | 12.48% | 1312.34%-1299.9pp | 964.84%-952.4pp | 578.55%-566.1pp |
| Employer contribution / active EE | $1,369 | $3,132-56.3% | $2,839-51.8% | $4,876-71.9% |
| Participant deferral / active EE | $2,180 | $3,972-45.1% | $3,609-39.6% | $5,439-59.9% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |