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 | $50,516 | $76,552-34.0% | $123,892-59.2% | $62,891-19.7% |
| Participation rate | 97.7% | 73.0%+24.7pp | 81.4%+16.3pp | 69.3%+28.4pp |
| Annual return | 24.84% | 18.68%+6.2pp | 47.52%-22.7pp | 20.14%+4.7pp |
| Employer contribution / active EE | $3,432 | $2,883+19.0% | $4,617-25.7% | $2,281+50.4% |
| Participant deferral / active EE | $8,629 | $4,840+78.3% | $5,984+44.2% | $3,203+169.4% |
| Admin fee / account holder | $286 | $4,826-94.1% | $8,357-96.6% | $4,296-93.3% |