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 5-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 | $55,651 | $114,381-51.3% | $107,525-48.2% | $142,382-60.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 17.73% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,395 | $4,015-40.3% | $3,754-36.2% | $4,299-44.3% |
| Participant deferral / active EE | $4,545 | $5,564-18.3% | $5,116-11.1% | $6,507-30.2% |
| Admin fee / account holder | $210 | $9,860-97.9% | $8,919-97.6% | $12,624-98.3% |