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 5-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 | $61,337 | $111,535-45.0% | $105,223-41.7% | $137,256-55.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 16.76% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.6pp |
| Employer contribution / active EE | $960 | $3,939-75.6% | $3,689-74.0% | $4,156-76.9% |
| Participant deferral / active EE | $6,074 | $5,500+10.4% | $5,072+19.8% | $6,407-5.2% |
| Admin fee / account holder | $233 | $9,721-97.6% | $8,859-97.4% | $12,270-98.1% |