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 | $53,754 | $49,025+9.6% | $87,507-38.6% | $62,891-14.5% |
| Participation rate | 80.0% | 64.9%+15.1pp | 73.8%+6.2pp | 69.3%+10.7pp |
| Annual return | 15.11% | 10.02%+5.1pp | 12.21%+2.9pp | 20.14%-5.0pp |
| Employer contribution / active EE | $1,260 | $1,372-8.2% | $2,550-50.6% | $2,281-44.8% |
| Participant deferral / active EE | $4,415 | $2,289+92.9% | $3,149+40.2% | $3,203+37.9% |
| Admin fee / account holder | $280 | $4,065-93.1% | $4,221-93.4% | $4,296-93.5% |