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 | $77,909 | $153,772-49.3% | $133,980-41.8% | $273,961-71.6% |
| Participation rate | 72.2% | 88.4%-16.1pp | 87.1%-14.8pp | 83.0%-10.8pp |
| Annual return | 22.97% | 36.51%-13.5pp | 29.30%-6.3pp | 41.45%-18.5pp |
| Employer contribution / active EE | $2,403 | $6,029-60.1% | $5,211-53.9% | $4,869-50.6% |
| Participant deferral / active EE | $5,797 | $6,958-16.7% | $6,282-7.7% | $5,287+9.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |