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 | $86,231 | $181,894-52.6% | $156,549-44.9% | $273,961-68.5% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 5.38% | 30.74%-25.4pp | 32.23%-26.8pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,120 | $6,248-66.1% | $5,501-61.5% | $4,869-56.5% |
| Participant deferral / active EE | $4,912 | $5,550-11.5% | $4,871+0.8% | $5,287-7.1% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |