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 | $74,871 | $153,772-51.3% | $133,980-44.1% | $273,961-72.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 12.95% | 36.51%-23.6pp | 29.30%-16.4pp | 41.45%-28.5pp |
| Employer contribution / active EE | $6,688 | $6,029+10.9% | $5,211+28.3% | $4,869+37.4% |
| Participant deferral / active EE | $9,057 | $6,958+30.2% | $6,282+44.2% | $5,287+71.3% |
| Admin fee / account holder | $42 | $11,765-99.6% | $9,324-99.6% | $10,132-99.6% |