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 | $71,005 | $99,020-28.3% | $86,590-18.0% | $147,584-51.9% |
| Participation rate | 88.2% | 76.3%+11.9pp | 73.5%+14.7pp | 82.8%+5.4pp |
| Annual return | 17.21% | 1312.34%-1295.1pp | 964.84%-947.6pp | 578.55%-561.3pp |
| Employer contribution / active EE | $2,000 | $3,132-36.1% | $2,839-29.6% | $4,876-59.0% |
| Participant deferral / active EE | $3,361 | $3,972-15.4% | $3,609-6.9% | $5,439-38.2% |
| Admin fee / account holder | $266 | $5,710-95.3% | $4,906-94.6% | $10,885-97.6% |