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 | $50,343 | $197,825-74.6% | $155,790-67.7% | $125,391-59.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | 0.78% | 86.74%-86.0pp | 71.54%-70.8pp | 282.22%-281.4pp |
| Employer contribution / active EE | $1,278 | $4,847-73.6% | $3,836-66.7% | $4,866-73.7% |
| Participant deferral / active EE | $4,385 | $5,630-22.1% | $4,797-8.6% | $5,352-18.1% |
| Admin fee / account holder | $0 | $9,545-100.0% | $7,478-100.0% | $9,540-100.0% |