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 | $66,278 | $135,952-51.2% | $123,892-46.5% | $273,961-75.8% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 8.99% | 56.63%-47.6pp | 47.52%-38.5pp | 41.45%-32.5pp |
| Employer contribution / active EE | $2,096 | $5,170-59.5% | $4,617-54.6% | $4,869-56.9% |
| Participant deferral / active EE | $5,723 | $6,343-9.8% | $5,984-4.4% | $5,287+8.2% |
| Admin fee / account holder | $123 | $9,817-98.7% | $8,357-98.5% | $10,132-98.8% |