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 | $69,080 | $148,534-53.5% | $135,903-49.2% | $139,434-50.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 22.37% | 79.19%-56.8pp | 68.23%-45.9pp | 372.94%-350.6pp |
| Employer contribution / active EE | $3,479 | $5,243-33.6% | $4,856-28.4% | $4,751-26.8% |
| Participant deferral / active EE | $9,122 | $8,100+12.6% | $7,758+17.6% | $6,710+35.9% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |