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 | $55,540 | $135,952-59.1% | $123,892-55.2% | $273,961-79.7% |
| Participation rate | 81.0% | 84.1%-3.1pp | 81.4%-0.5pp | 83.0%-2.1pp |
| Annual return | 5.89% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $4,205 | $5,170-18.7% | $4,617-8.9% | $4,869-13.6% |
| Participant deferral / active EE | $7,408 | $6,343+16.8% | $5,984+23.8% | $5,287+40.1% |
| Admin fee / account holder | $215 | $9,817-97.8% | $8,357-97.4% | $10,132-97.9% |