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 | $34,861 | $90,503-61.5% | $78,689-55.7% | $273,961-87.3% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 7.93% | 75.60%-67.7pp | 62.18%-54.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,249 | $3,176-60.7% | $2,851-56.2% | $4,869-74.3% |
| Participant deferral / active EE | $4,321 | $3,901+10.8% | $3,517+22.9% | $5,287-18.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |