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 | $79,129 | $90,503-12.6% | $78,689+0.6% | $273,961-71.1% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 3.01% | 75.60%-72.6pp | 62.18%-59.2pp | 41.45%-38.4pp |
| Employer contribution / active EE | $2,522 | $3,176-20.6% | $2,851-11.5% | $4,869-48.2% |
| Participant deferral / active EE | $2,199 | $3,901-43.6% | $3,517-37.5% | $5,287-58.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |