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 | $60,974 | $88,751-31.3% | $81,812-25.5% | $145,922-58.2% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 13.71% | 1025.40%-1011.7pp | 773.79%-760.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,041 | $3,083-33.8% | $2,912-29.9% | $4,660-56.2% |
| Participant deferral / active EE | $3,838 | $4,643-17.3% | $4,319-11.1% | $6,688-42.6% |
| Admin fee / account holder | $6 | $8,415-99.9% | $7,386-99.9% | $13,397-100.0% |