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 | $45,897 | $135,952-66.2% | $123,892-63.0% | $273,961-83.2% |
| Participation rate | 78.3% | 84.1%-5.8pp | 81.4%-3.2pp | 83.0%-4.8pp |
| Annual return | 11.00% | 56.63%-45.6pp | 47.52%-36.5pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,224 | $5,170-57.0% | $4,617-51.8% | $4,869-54.3% |
| Participant deferral / active EE | $4,962 | $6,343-21.8% | $5,984-17.1% | $5,287-6.2% |
| Admin fee / account holder | $180 | $9,817-98.2% | $8,357-97.8% | $10,132-98.2% |