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 | $39,873 | $99,020-59.7% | $86,590-54.0% | $147,584-73.0% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 11.12% | 1312.34%-1301.2pp | 964.84%-953.7pp | 578.55%-567.4pp |
| Employer contribution / active EE | $2,177 | $3,132-30.5% | $2,839-23.3% | $4,876-55.4% |
| Participant deferral / active EE | $3,384 | $3,972-14.8% | $3,609-6.2% | $5,439-37.8% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |