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 5-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 | $33,355 | $81,446-59.0% | $103,374-67.7% | $80,874-58.8% |
| Participation rate | 71.1% | 66.9%+4.2pp | 74.5%-3.5pp | 67.6%+3.4pp |
| Annual return | 15.77% | 25.57%-9.8pp | 24.89%-9.1pp | 35.62%-19.8pp |
| Employer contribution / active EE | $1,976 | $3,107-36.4% | $3,869-48.9% | $2,756-28.3% |
| Participant deferral / active EE | $3,631 | $3,870-6.2% | $5,058-28.2% | $4,297-15.5% |
| Admin fee / account holder | $275 | $6,715-95.9% | $8,394-96.7% | $6,935-96.0% |