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 | $28,485 | $99,341-71.3% | $84,750-66.4% | $273,961-89.6% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 10.51% | 22.93%-12.4pp | 22.78%-12.3pp | 41.45%-30.9pp |
| Employer contribution / active EE | $5,843 | $4,214+38.7% | $3,574+63.5% | $4,869+20.0% |
| Participant deferral / active EE | $4,104 | $4,269-3.9% | $3,712+10.6% | $5,287-22.4% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |