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 | $36,364 | $79,944-54.5% | $98,439-63.1% | $75,163-51.6% |
| Participation rate | 78.6% | 70.4%+8.2pp | 75.2%+3.4pp | 67.2%+11.4pp |
| Annual return | 31.53% | 19.75%+11.8pp | 21.16%+10.4pp | 160.62%-129.1pp |
| Employer contribution / active EE | $2,752 | $2,264+21.6% | $3,048-9.7% | $2,670+3.1% |
| Participant deferral / active EE | $4,061 | $3,752+8.2% | $4,738-14.3% | $4,125-1.6% |
| Admin fee / account holder | $238 | $6,840-96.5% | $8,948-97.3% | $5,651-95.8% |