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 | $136,409 | $93,346+46.1% | $71,796+90.0% | $273,961-50.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 83.0%-8.0pp |
| Annual return | 3.16% | 130.39%-127.2pp | 78.04%-74.9pp | 41.45%-38.3pp |
| Employer contribution / active EE | $1,872 | $2,733-31.5% | $1,924-2.7% | $4,869-61.5% |
| Participant deferral / active EE | $2,239 | $3,475-35.6% | $2,794-19.9% | $5,287-57.6% |
| Admin fee / account holder | $4 | $6,571-99.9% | $4,815-99.9% | $10,132-100.0% |