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 | $118,933 | $149,734-20.6% | $118,9250% | $158,922-25.2% |
| Participation rate | 70.0% | 82.1%-12.1pp | 75.4%-5.4pp | 82.0%-12.0pp |
| Annual return | 15.59% | 19.95%-4.4pp | 35.88%-20.3pp | 302.83%-287.2pp |
| Employer contribution / active EE | $3,062 | $4,115-25.6% | $3,263-6.1% | $4,761-35.7% |
| Participant deferral / active EE | $4,621 | $5,223-11.5% | $4,265+8.4% | $5,982-22.8% |
| Admin fee / account holder | $5 | $8,603-99.9% | $6,581-99.9% | $11,246-100.0% |