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 | $75,656 | $77,634-2.5% | $156,549-51.7% | $62,891+20.3% |
| Participation rate | 84.0% | 71.2%+12.8pp | 84.0%0pp | 69.3%+14.7pp |
| Annual return | 8.22% | 50.32%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $3,452 | $3,444+0.3% | $5,501-37.2% | $2,281+51.4% |
| Participant deferral / active EE | $6,764 | $3,045+122.1% | $4,871+38.9% | $3,203+111.2% |
| Admin fee / account holder | $29 | $5,561-99.5% | $13,027-99.8% | $4,296-99.3% |