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 | $26,945 | $109,327-75.4% | $89,391-69.9% | $158,922-83.0% |
| Participation rate | 78.6% | 74.3%+4.3pp | 68.0%+10.6pp | 82.0%-3.4pp |
| Annual return | 16.40% | 345.68%-329.3pp | 245.62%-229.2pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,076 | $3,170-34.5% | $2,586-19.7% | $4,761-56.4% |
| Participant deferral / active EE | $3,044 | $4,598-33.8% | $3,890-21.7% | $5,982-49.1% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |