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 | $45,644 | $209,411-78.2% | $178,490-74.4% | $158,922-71.3% |
| Participation rate | 86.4% | 86.3%0pp | 81.9%+4.4pp | 82.0%+4.4pp |
| Annual return | 17.07% | 188.75%-171.7pp | 151.07%-134.0pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,741 | $5,706-69.5% | $5,011-65.2% | $4,761-63.4% |
| Participant deferral / active EE | $2,849 | $5,954-52.2% | $5,202-45.2% | $5,982-52.4% |
| Admin fee / account holder | $17 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |