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 | $82,909 | $140,940-41.2% | $112,229-26.1% | $139,434-40.5% |
| Participation rate | 73.3% | 79.2%-5.9pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 20.81% | 32.71%-11.9pp | 30.20%-9.4pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,337 | $4,283-22.1% | $3,430-2.7% | $4,751-29.8% |
| Participant deferral / active EE | $7,591 | $5,874+29.2% | $4,798+58.2% | $6,710+13.1% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |