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 | $65,723 | $135,952-51.7% | $123,892-47.0% | $273,961-76.0% |
| Participation rate | 87.0% | 84.1%+2.9pp | 81.4%+5.5pp | 83.0%+3.9pp |
| Annual return | 10.77% | 56.63%-45.9pp | 47.52%-36.7pp | 41.45%-30.7pp |
| Employer contribution / active EE | $1,893 | $5,170-63.4% | $4,617-59.0% | $4,869-61.1% |
| Participant deferral / active EE | $5,793 | $6,343-8.7% | $5,984-3.2% | $5,287+9.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |