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 | $65,691 | $172,111-61.8% | $150,298-56.3% | $137,256-52.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 20.70% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,957 | $4,636-57.8% | $4,154-52.9% | $4,156-52.9% |
| Participant deferral / active EE | $6,021 | $6,166-2.3% | $5,453+10.4% | $6,407-6.0% |
| Admin fee / account holder | $15 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |