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 | $63,273 | $153,772-58.9% | $133,980-52.8% | $273,961-76.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 8.45% | 36.51%-28.1pp | 29.30%-20.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,828 | $6,029-53.1% | $5,211-45.7% | $4,869-41.9% |
| Participant deferral / active EE | $7,192 | $6,958+3.4% | $6,282+14.5% | $5,287+36.0% |
| Admin fee / account holder | $152 | $11,765-98.7% | $9,324-98.4% | $10,132-98.5% |