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 | $28,601 | $60,124-52.4% | $90,404-68.4% | $79,858-64.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.21% | 71.94%-55.7pp | 1293.02%-1276.8pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,359 | $2,068-34.3% | $3,262-58.3% | $2,471-45.0% |
| Participant deferral / active EE | $3,399 | $2,938+15.7% | $3,963-14.2% | $3,740-9.1% |
| Admin fee / account holder | $74 | $3,976-98.1% | $5,611-98.7% | $5,306-98.6% |