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 8-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 | $52,429 | $114,381-54.2% | $107,525-51.2% | $142,382-63.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 19.47% | 242.71%-223.2pp | 181.32%-161.9pp | 217.08%-197.6pp |
| Employer contribution / active EE | $2,184 | $4,015-45.6% | $3,754-41.8% | $4,299-49.2% |
| Participant deferral / active EE | $3,140 | $5,564-43.6% | $5,116-38.6% | $6,507-51.7% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |