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 | $87,571 | $135,952-35.6% | $123,892-29.3% | $273,961-68.0% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 5.55% | 56.63%-51.1pp | 47.52%-42.0pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,165 | $5,170-58.1% | $4,617-53.1% | $4,869-55.5% |
| Participant deferral / active EE | $5,766 | $6,343-9.1% | $5,984-3.6% | $5,287+9.1% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |