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 | $53,166 | $56,897-6.6% | $84,750-37.3% | $62,891-15.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.60% | 6.30%+0.3pp | 22.78%-16.2pp | 20.14%-13.5pp |
| Employer contribution / active EE | $5,854 | $2,400+143.9% | $3,574+63.8% | $2,281+156.7% |
| Participant deferral / active EE | $5,467 | $2,709+101.8% | $3,712+47.3% | $3,203+70.7% |
| Admin fee / account holder | $55 | $3,581-98.5% | $5,332-99.0% | $4,296-98.7% |