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 | $81,741 | $115,770-29.4% | $101,248-19.3% | $158,922-48.6% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 13.22% | 56.14%-42.9pp | 46.47%-33.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,678 | $4,175-59.8% | $3,660-54.2% | $4,761-64.8% |
| Participant deferral / active EE | $5,285 | $4,957+6.6% | $4,370+20.9% | $5,982-11.7% |
| Admin fee / account holder | $137 | $7,245-98.1% | $5,945-97.7% | $11,246-98.8% |