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 | $85,322 | $135,952-37.2% | $123,892-31.1% | $273,961-68.9% |
| Participation rate | 79.2% | 84.1%-4.9pp | 81.4%-2.2pp | 83.0%-3.8pp |
| Annual return | 8.33% | 56.63%-48.3pp | 47.52%-39.2pp | 41.45%-33.1pp |
| Employer contribution / active EE | $2,189 | $5,170-57.7% | $4,617-52.6% | $4,869-55.0% |
| Participant deferral / active EE | $7,054 | $6,343+11.2% | $5,984+17.9% | $5,287+33.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |