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 | $91,448 | $118,680-22.9% | $98,907-7.5% | $158,922-42.5% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.8pp | 82.0%-4.2pp |
| Annual return | 14.30% | 372.35%-358.1pp | 196.43%-182.1pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,462 | $3,333-56.1% | $2,689-45.6% | $4,761-69.3% |
| Participant deferral / active EE | $2,806 | $5,088-44.8% | $4,244-33.9% | $5,982-53.1% |
| Admin fee / account holder | $23 | $10,131-99.8% | $6,642-99.7% | $11,246-99.8% |