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 | $73,808 | $114,381-35.5% | $107,525-31.4% | $142,382-48.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 17.92% | 242.71%-224.8pp | 181.32%-163.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $2,203 | $4,015-45.1% | $3,754-41.3% | $4,299-48.8% |
| Participant deferral / active EE | $2,536 | $5,564-54.4% | $5,116-50.4% | $6,507-61.0% |
| Admin fee / account holder | $106 | $9,860-98.9% | $8,919-98.8% | $12,624-99.2% |