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 | $60,685 | $103,376-41.3% | $87,100-30.3% | $152,861-60.3% |
| Participation rate | 78.3% | 79.3%-1.1pp | 76.9%+1.4pp | 82.4%-4.2pp |
| Annual return | 26.60% | 28.10%-1.5pp | 28.19%-1.6pp | 345.32%-318.7pp |
| Employer contribution / active EE | $1,662 | $3,220-48.4% | $2,521-34.1% | $4,762-65.1% |
| Participant deferral / active EE | $5,531 | $4,778+15.8% | $4,049+36.6% | $5,850-5.5% |
| Admin fee / account holder | $146 | $12,205-98.8% | $7,497-98.1% | $11,596-98.7% |