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 | $92,847 | $135,952-31.7% | $123,892-25.1% | $273,961-66.1% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 7.33% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $1,244 | $5,170-75.9% | $4,617-73.1% | $4,869-74.5% |
| Participant deferral / active EE | $4,943 | $6,343-22.1% | $5,984-17.4% | $5,287-6.5% |
| Admin fee / account holder | -$68 | $9,817-100.7% | $8,357-100.8% | $10,132-100.7% |