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 6-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 | $54,678 | $114,381-52.2% | $107,525-49.1% | $142,382-61.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 22.34% | 242.71%-220.4pp | 181.32%-159.0pp | 217.08%-194.7pp |
| Employer contribution / active EE | $1,748 | $4,015-56.5% | $3,754-53.4% | $4,299-59.3% |
| Participant deferral / active EE | $3,065 | $5,564-44.9% | $5,116-40.1% | $6,507-52.9% |
| Admin fee / account holder | $206 | $9,860-97.9% | $8,919-97.7% | $12,624-98.4% |