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 | $38,907 | $181,894-78.6% | $156,549-75.1% | $273,961-85.8% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 5.58% | 30.74%-25.2pp | 32.23%-26.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,720 | $6,248-72.5% | $5,501-68.7% | $4,869-64.7% |
| Participant deferral / active EE | $4,331 | $5,550-22.0% | $4,871-11.1% | $5,287-18.1% |
| Admin fee / account holder | $16 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |