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 | $25,167 | $43,075-41.6% | $74,583-66.3% | $62,891-60.0% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 8.57% | 17.50%-8.9pp | 20.47%-11.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,485 | $1,498+65.9% | $2,525-1.6% | $2,281+8.9% |
| Participant deferral / active EE | $2,558 | $2,389+7.0% | $3,458-26.0% | $3,203-20.1% |
| Admin fee / account holder | $269 | $2,840-90.5% | $4,138-93.5% | $4,296-93.7% |