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 | $73,727 | $114,381-35.5% | $107,525-31.4% | $142,382-48.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 15.55% | 242.71%-227.2pp | 181.32%-165.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,758 | $4,015-31.3% | $3,754-26.5% | $4,299-35.9% |
| Participant deferral / active EE | $6,723 | $5,564+20.8% | $5,116+31.4% | $6,507+3.3% |
| Admin fee / account holder | $277 | $9,860-97.2% | $8,919-96.9% | $12,624-97.8% |