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 | $59,359 | $105,630-43.8% | $87,507-32.2% | $273,961-78.3% |
| Participation rate | 87.5% | 78.2%+9.3pp | 73.8%+13.7pp | 83.0%+4.5pp |
| Annual return | 4.54% | 12.25%-7.7pp | 12.21%-7.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,587 | $3,141-49.5% | $2,550-37.8% | $4,869-67.4% |
| Participant deferral / active EE | $4,818 | $3,601+33.8% | $3,149+53.0% | $5,287-8.9% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |