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 | $56,209 | $181,894-69.1% | $156,549-64.1% | $273,961-79.5% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 4.14% | 30.74%-26.6pp | 32.23%-28.1pp | 41.45%-37.3pp |
| Employer contribution / active EE | $1,857 | $6,248-70.3% | $5,501-66.2% | $4,869-61.9% |
| Participant deferral / active EE | $4,185 | $5,550-24.6% | $4,871-14.1% | $5,287-20.8% |
| Admin fee / account holder | $12 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |