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 | $58,230 | $90,503-35.7% | $78,689-26.0% | $273,961-78.7% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 8.13% | 75.60%-67.5pp | 62.18%-54.0pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,138 | $3,176-64.2% | $2,851-60.1% | $4,869-76.6% |
| Participant deferral / active EE | $7,000 | $3,901+79.4% | $3,517+99.0% | $5,287+32.4% |
| Admin fee / account holder | $188 | $5,263-96.4% | $4,510-95.8% | $10,132-98.1% |