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 | $75,954 | $39,122+94.1% | $57,179+32.8% | $62,891+20.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 2.07% | 9.23%-7.2pp | 14.59%-12.5pp | 20.14%-18.1pp |
| Employer contribution / active EE | $2,403 | $1,874+28.2% | $2,682-10.4% | $2,281+5.4% |
| Participant deferral / active EE | $3,220 | $2,374+35.6% | $3,096+4.0% | $3,203+0.5% |
| Admin fee / account holder | $137 | $2,592-94.7% | $3,139-95.6% | $4,296-96.8% |