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 | $37,406 | $181,894-79.4% | $156,549-76.1% | $273,961-86.3% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 6.89% | 30.74%-23.8pp | 32.23%-25.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,609 | $6,248-74.2% | $5,501-70.8% | $4,869-67.0% |
| Participant deferral / active EE | $9,285 | $5,550+67.3% | $4,871+90.6% | $5,287+75.6% |
| Admin fee / account holder | $92 | $15,559-99.4% | $13,027-99.3% | $10,132-99.1% |