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 | $87,090 | $153,772-43.4% | $133,980-35.0% | $273,961-68.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 13.59% | 36.51%-22.9pp | 29.30%-15.7pp | 41.45%-27.9pp |
| Employer contribution / active EE | $1,454 | $6,029-75.9% | $5,211-72.1% | $4,869-70.1% |
| Participant deferral / active EE | $8,131 | $6,958+16.9% | $6,282+29.4% | $5,287+53.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |