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 | $75,899 | $102,966-26.3% | $90,281-15.9% | $152,861-50.3% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 21.68% | 95.16%-73.5pp | 78.10%-56.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $1,935 | $3,139-38.3% | $2,854-32.2% | $4,762-59.4% |
| Participant deferral / active EE | $4,118 | $4,281-3.8% | $3,885+6.0% | $5,850-29.6% |
| Admin fee / account holder | $263 | $6,171-95.7% | $5,351-95.1% | $11,596-97.7% |