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 | $32,160 | $84,695-62.0% | $73,843-56.4% | $125,391-74.4% |
| Participation rate | 76.9% | 76.8%+0.2pp | 73.4%+3.5pp | 83.2%-6.3pp |
| Annual return | 31.28% | 3123.53%-3092.2pp | 2267.84%-2236.6pp | 282.22%-250.9pp |
| Employer contribution / active EE | $1,378 | $3,123-55.9% | $2,787-50.6% | $4,866-71.7% |
| Participant deferral / active EE | $2,395 | $3,992-40.0% | $3,583-33.2% | $5,352-55.2% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |