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 | $54,956 | $90,503-39.3% | $78,689-30.2% | $273,961-79.9% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 11.81% | 75.60%-63.8pp | 62.18%-50.4pp | 41.45%-29.6pp |
| Employer contribution / active EE | $2,201 | $3,176-30.7% | $2,851-22.8% | $4,869-54.8% |
| Participant deferral / active EE | $6,473 | $3,901+65.9% | $3,517+84.1% | $5,287+22.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |