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 | $34,074 | $93,071-63.4% | $74,583-54.3% | $273,961-87.6% |
| Participation rate | 89.5% | 74.9%+14.5pp | 68.1%+21.4pp | 83.0%+6.5pp |
| Annual return | 5.19% | 26.18%-21.0pp | 20.47%-15.3pp | 41.45%-36.3pp |
| Employer contribution / active EE | $4,208 | $3,160+33.2% | $2,525+66.7% | $4,869-13.6% |
| Participant deferral / active EE | $3,468 | $4,160-16.6% | $3,458+0.3% | $5,287-34.4% |
| Admin fee / account holder | $227 | $5,272-95.7% | $4,138-94.5% | $10,132-97.8% |