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 | $41,124 | $215,361-80.9% | $171,082-76.0% | $273,961-85.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 13.65% | 25.14%-11.5pp | 32.56%-18.9pp | 41.45%-27.8pp |
| Employer contribution / active EE | $2,349 | $4,967-52.7% | $4,002-41.3% | $4,869-51.7% |
| Participant deferral / active EE | $6,658 | $5,543+20.1% | $4,797+38.8% | $5,287+25.9% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |