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 | $50,624 | $181,894-72.2% | $156,549-67.7% | $273,961-81.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 13.10% | 30.74%-17.6pp | 32.23%-19.1pp | 41.45%-28.4pp |
| Employer contribution / active EE | $2,524 | $6,248-59.6% | $5,501-54.1% | $4,869-48.2% |
| Participant deferral / active EE | $5,858 | $5,550+5.5% | $4,871+20.3% | $5,287+10.8% |
| Admin fee / account holder | $122 | $15,559-99.2% | $13,027-99.1% | $10,132-98.8% |