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 | $131,735 | $93,071+41.5% | $74,583+76.6% | $273,961-51.9% |
| Participation rate | 70.0% | 74.9%-4.9pp | 68.1%+1.9pp | 83.0%-13.0pp |
| Annual return | 8.83% | 26.18%-17.3pp | 20.47%-11.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $3,654 | $3,160+15.6% | $2,525+44.7% | $4,869-25.0% |
| Participant deferral / active EE | $6,969 | $4,160+67.5% | $3,458+101.5% | $5,287+31.8% |
| Admin fee / account holder | $110 | $5,272-97.9% | $4,138-97.3% | $10,132-98.9% |