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 | $62,633 | $156,846-60.1% | $121,098-48.3% | $139,434-55.1% |
| Participation rate | 76.5% | 76.4%+0.1pp | 69.5%+7.0pp | 80.3%-3.8pp |
| Annual return | 13.07% | 1474.56%-1461.5pp | 985.75%-972.7pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,814 | $5,536-49.2% | $4,164-32.4% | $4,751-40.8% |
| Participant deferral / active EE | $3,105 | $4,844-35.9% | $4,080-23.9% | $6,710-53.7% |
| Admin fee / account holder | $57 | $6,946-99.2% | $5,644-99.0% | $11,403-99.5% |