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 | $79,860 | $91,552-12.8% | $133,956-40.4% | $79,8580% |
| Participation rate | 94.4% | 73.3%+21.1pp | 79.8%+14.6pp | 69.6%+24.8pp |
| Annual return | 17.07% | 61.85%-44.8pp | 45.09%-28.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $3,301 | $2,384+38.5% | $3,919-15.8% | $2,471+33.6% |
| Participant deferral / active EE | $4,015 | $3,733+7.6% | $5,048-20.4% | $3,740+7.4% |
| Admin fee / account holder | $213 | $6,321-96.6% | $8,927-97.6% | $5,306-96.0% |