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 | $57,893 | $153,772-62.4% | $133,980-56.8% | $273,961-78.9% |
| Participation rate | 94.1% | 88.4%+5.8pp | 87.1%+7.1pp | 83.0%+11.1pp |
| Annual return | 12.56% | 36.51%-24.0pp | 29.30%-16.7pp | 41.45%-28.9pp |
| Employer contribution / active EE | $2,101 | $6,029-65.2% | $5,211-59.7% | $4,869-56.9% |
| Participant deferral / active EE | $4,248 | $6,958-39.0% | $6,282-32.4% | $5,287-19.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |