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 | $64,255 | $100,852-36.3% | $90,404-28.9% | $158,922-59.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 17.65% | 1724.20%-1706.6pp | 1293.02%-1275.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,998 | $3,689-45.8% | $3,262-38.7% | $4,761-58.0% |
| Participant deferral / active EE | $2,615 | $4,348-39.9% | $3,963-34.0% | $5,982-56.3% |
| Admin fee / account holder | $268 | $6,501-95.9% | $5,611-95.2% | $11,246-97.6% |