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 | $68,426 | $88,583-22.8% | $88,497-22.7% | $273,961-75.0% |
| Participation rate | 72.7% | 83.5%-10.7pp | 82.4%-9.7pp | 83.0%-10.3pp |
| Annual return | 10.46% | 5.68%+4.8pp | 7.63%+2.8pp | 41.45%-31.0pp |
| Employer contribution / active EE | $1,647 | $4,502-63.4% | $4,036-59.2% | $4,869-66.2% |
| Participant deferral / active EE | $3,359 | $4,891-31.3% | $4,899-31.4% | $5,287-36.5% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |