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 | $63,957 | $114,381-44.1% | $107,525-40.5% | $142,382-55.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 12.44% | 242.71%-230.3pp | 181.32%-168.9pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,718 | $4,015-57.2% | $3,754-54.2% | $4,299-60.0% |
| Participant deferral / active EE | $2,313 | $5,564-58.4% | $5,116-54.8% | $6,507-64.5% |
| Admin fee / account holder | $69 | $9,860-99.3% | $8,919-99.2% | $12,624-99.5% |