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 | $62,234 | $111,535-44.2% | $105,223-40.9% | $137,256-54.7% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 13.56% | 237.85%-224.3pp | 180.65%-167.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,609 | $3,939-59.1% | $3,689-56.4% | $4,156-61.3% |
| Participant deferral / active EE | $2,421 | $5,500-56.0% | $5,072-52.3% | $6,407-62.2% |
| Admin fee / account holder | $6 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |