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 | $26,878 | $85,766-68.7% | $136,294-80.3% | $70,131-61.7% |
| Participation rate | 93.5% | 74.2%+19.4pp | 81.9%+11.6pp | 69.5%+24.0pp |
| Annual return | 74.75% | 31.45%+43.3pp | 5155.94%-5081.2pp | 73.14%+1.6pp |
| Employer contribution / active EE | $2,084 | $2,966-29.7% | $4,695-55.6% | $2,342-11.0% |
| Participant deferral / active EE | $5,508 | $5,051+9.0% | $6,247-11.8% | $3,332+65.3% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |