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 | $61,648 | $72,071-14.5% | $68,368-9.8% | $137,256-55.1% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.0%-8.5pp |
| Annual return | 19.14% | 353.14%-334.0pp | 292.57%-273.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $1,975 | $2,788-29.2% | $2,649-25.5% | $4,156-52.5% |
| Participant deferral / active EE | $8,220 | $4,410+86.4% | $4,123+99.4% | $6,407+28.3% |
| Admin fee / account holder | $2 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |