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 | $61,154 | $90,503-32.4% | $78,689-22.3% | $273,961-77.7% |
| Participation rate | 72.7% | 76.5%-3.8pp | 73.6%-0.8pp | 83.0%-10.3pp |
| Annual return | 2.93% | 75.60%-72.7pp | 62.18%-59.2pp | 41.45%-38.5pp |
| Employer contribution / active EE | $1,627 | $3,176-48.8% | $2,851-42.9% | $4,869-66.6% |
| Participant deferral / active EE | $3,251 | $3,901-16.7% | $3,517-7.6% | $5,287-38.5% |
| Admin fee / account holder | $138 | $5,263-97.4% | $4,510-96.9% | $10,132-98.6% |