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 | $35,656 | $153,311-76.7% | $109,313-67.4% | $273,961-87.0% |
| Participation rate | 70.0% | 80.1%-10.1pp | 71.3%-1.3pp | 83.0%-13.0pp |
| Annual return | 7.45% | 29.86%-22.4pp | 22.07%-14.6pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,992 | $5,619-64.5% | $3,892-48.8% | $4,869-59.1% |
| Participant deferral / active EE | $4,187 | $3,932+6.5% | $3,166+32.2% | $5,287-20.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,132-100.0% |