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 | $41,997 | $99,020-57.6% | $86,590-51.5% | $147,584-71.5% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 11.54% | 1312.34%-1300.8pp | 964.84%-953.3pp | 578.55%-567.0pp |
| Employer contribution / active EE | $1,294 | $3,132-58.7% | $2,839-54.4% | $4,876-73.5% |
| Participant deferral / active EE | $1,112 | $3,972-72.0% | $3,609-69.2% | $5,439-79.6% |
| Admin fee / account holder | $17 | $5,710-99.7% | $4,906-99.7% | $10,885-99.8% |