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 | $37,224 | $181,894-79.5% | $156,549-76.2% | $273,961-86.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.77% | 30.74%-20.0pp | 32.23%-21.5pp | 41.45%-30.7pp |
| Employer contribution / active EE | $5,400 | $6,248-13.6% | $5,501-1.8% | $4,869+10.9% |
| Participant deferral / active EE | $3,596 | $5,550-35.2% | $4,871-26.2% | $5,287-32.0% |
| Admin fee / account holder | $138 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |