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 | $63,239 | $228,332-72.3% | $185,823-66.0% | $158,922-60.2% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 16.61% | 40.80%-24.2pp | 35.95%-19.3pp | 302.83%-286.2pp |
| Employer contribution / active EE | $1,378 | $4,967-72.3% | $4,087-66.3% | $4,761-71.1% |
| Participant deferral / active EE | $4,697 | $6,415-26.8% | $5,632-16.6% | $5,982-21.5% |
| Admin fee / account holder | $7 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |