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 | $65,679 | $80,717-18.6% | $154,803-57.6% | $84,808-22.6% |
| Participation rate | 85.2% | 66.8%+18.4pp | 78.1%+7.1pp | 68.3%+16.9pp |
| Annual return | 16.97% | 37.96%-21.0pp | 58.88%-41.9pp | 40.90%-23.9pp |
| Employer contribution / active EE | $4,916 | $2,761+78.0% | $4,305+14.2% | $2,631+86.8% |
| Participant deferral / active EE | $5,617 | $3,303+70.1% | $5,540+1.4% | $4,212+33.4% |
| Admin fee / account holder | $144 | $6,746-97.9% | $14,329-99.0% | $7,344-98.0% |