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 | $73,934 | $153,772-51.9% | $133,980-44.8% | $273,961-73.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 8.85% | 36.51%-27.7pp | 29.30%-20.4pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,100 | $6,029-48.6% | $5,211-40.5% | $4,869-36.3% |
| Participant deferral / active EE | $4,764 | $6,958-31.5% | $6,282-24.2% | $5,287-9.9% |
| Admin fee / account holder | $31 | $11,765-99.7% | $9,324-99.7% | $10,132-99.7% |