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 | $63,141 | $113,339-44.3% | $94,993-33.5% | $147,584-57.2% |
| Participation rate | 71.4% | 78.0%-6.5pp | 73.9%-2.5pp | 82.8%-11.4pp |
| Annual return | 14.18% | 20.77%-6.6pp | 27.12%-12.9pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,741 | $3,160-44.9% | $2,603-33.1% | $4,876-64.3% |
| Participant deferral / active EE | $2,488 | $3,777-34.1% | $3,317-25.0% | $5,439-54.2% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |