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 | $42,903 | $135,952-68.4% | $123,892-65.4% | $273,961-84.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 10.84% | 56.63%-45.8pp | 47.52%-36.7pp | 41.45%-30.6pp |
| Employer contribution / active EE | $2,336 | $5,170-54.8% | $4,617-49.4% | $4,869-52.0% |
| Participant deferral / active EE | $5,794 | $6,343-8.7% | $5,984-3.2% | $5,287+9.6% |
| Admin fee / account holder | $67 | $9,817-99.3% | $8,357-99.2% | $10,132-99.3% |