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 | $94,806 | $135,952-30.3% | $123,892-23.5% | $273,961-65.4% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | 8.49% | 56.63%-48.1pp | 47.52%-39.0pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,628 | $5,170-49.2% | $4,617-43.1% | $4,869-46.0% |
| Participant deferral / active EE | $6,313 | $6,343-0.5% | $5,984+5.5% | $5,287+19.4% |
| Admin fee / account holder | $286 | $9,817-97.1% | $8,357-96.6% | $10,132-97.2% |