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 | $64,359 | $162,781-60.5% | $133,956-52.0% | $158,922-59.5% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 35.23% | 41.94%-6.7pp | 45.09%-9.9pp | 302.83%-267.6pp |
| Employer contribution / active EE | $1,634 | $4,975-67.2% | $3,919-58.3% | $4,761-65.7% |
| Participant deferral / active EE | $2,986 | $5,911-49.5% | $5,048-40.8% | $5,982-50.1% |
| Admin fee / account holder | $4 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |