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 | $56,506 | $75,963-25.6% | $97,995-42.3% | $70,131-19.4% |
| Participation rate | 83.5% | 77.0%+6.6pp | 82.4%+1.1pp | 69.5%+14.0pp |
| Annual return | 19.87% | 19.26%+0.6pp | 23.94%-4.1pp | 73.14%-53.3pp |
| Employer contribution / active EE | $0 | $3,278-100.0% | $4,158-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,059 | $4,053+0.1% | $5,097-20.4% | $3,332+21.8% |
| Admin fee / account holder | $185 | $5,407-96.6% | $5,943-96.9% | $4,645-96.0% |