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 | $70,896 | $105,931-33.1% | $81,930-13.5% | $158,922-55.4% |
| Participation rate | 71.4% | 75.6%-4.2pp | 72.0%-0.6pp | 82.0%-10.5pp |
| Annual return | 32.98% | 38.17%-5.2pp | 29.49%+3.5pp | 302.83%-269.8pp |
| Employer contribution / active EE | $4,308 | $7,800-44.8% | $4,3100% | $4,761-9.5% |
| Participant deferral / active EE | $8,689 | $13,003-33.2% | $7,107+22.3% | $5,982+45.2% |
| Admin fee / account holder | $0 | $8,489-100.0% | $5,158-100.0% | $11,246-100.0% |