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 | $55,912 | $135,952-58.9% | $123,892-54.9% | $273,961-79.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 8.39% | 56.63%-48.2pp | 47.52%-39.1pp | 41.45%-33.1pp |
| Employer contribution / active EE | $1,365 | $5,170-73.6% | $4,617-70.4% | $4,869-72.0% |
| Participant deferral / active EE | $8,239 | $6,343+29.9% | $5,984+37.7% | $5,287+55.8% |
| Admin fee / account holder | $96 | $9,817-99.0% | $8,357-98.9% | $10,132-99.1% |