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 | $83,287 | $153,772-45.8% | $133,980-37.8% | $273,961-69.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 8.26% | 36.51%-28.3pp | 29.30%-21.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,410 | $6,029-60.0% | $5,211-53.7% | $4,869-50.5% |
| Participant deferral / active EE | $4,608 | $6,958-33.8% | $6,282-26.7% | $5,287-12.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |