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 | $52,511 | $97,044-45.9% | $83,333-37.0% | $135,375-61.2% |
| Participation rate | 91.3% | 80.4%+10.9pp | 77.8%+13.5pp | 82.6%+8.7pp |
| Annual return | -5.26% | 12.31%-17.6pp | 10.63%-15.9pp | 519.73%-525.0pp |
| Employer contribution / active EE | $2,946 | $4,143-28.9% | $3,379-12.8% | $4,779-38.3% |
| Participant deferral / active EE | $5,511 | $5,964-7.6% | $5,565-1.0% | $5,609-1.7% |
| Admin fee / account holder | $111 | $8,380-98.7% | $7,510-98.5% | $10,827-99.0% |