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 | $60,679 | $152,587-60.2% | $125,175-51.5% | $152,861-60.3% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 21.80% | 54.84%-33.0pp | 43.79%-22.0pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,588 | $4,946-67.9% | $3,865-58.9% | $4,762-66.7% |
| Participant deferral / active EE | $2,607 | $5,868-55.6% | $4,937-47.2% | $5,850-55.4% |
| Admin fee / account holder | $53 | $13,434-99.6% | $9,702-99.5% | $11,596-99.5% |