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 | $56,123 | $99,341-43.5% | $84,750-33.8% | $273,961-79.5% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 14.26% | 22.93%-8.7pp | 22.78%-8.5pp | 41.45%-27.2pp |
| Employer contribution / active EE | $1,643 | $4,214-61.0% | $3,574-54.0% | $4,869-66.3% |
| Participant deferral / active EE | $8,489 | $4,269+98.8% | $3,712+128.7% | $5,287+60.6% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |