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 | $65,099 | $181,894-64.2% | $156,549-58.4% | $273,961-76.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.67% | 30.74%-27.1pp | 32.23%-28.6pp | 41.45%-37.8pp |
| Employer contribution / active EE | $2,017 | $6,248-67.7% | $5,501-63.3% | $4,869-58.6% |
| Participant deferral / active EE | $5,789 | $5,550+4.3% | $4,871+18.8% | $5,287+9.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |