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 | $105,043 | $153,772-31.7% | $133,980-21.6% | $273,961-61.7% |
| Participation rate | 81.8% | 88.4%-6.5pp | 87.1%-5.2pp | 83.0%-1.2pp |
| Annual return | 4.83% | 36.51%-31.7pp | 29.30%-24.5pp | 41.45%-36.6pp |
| Employer contribution / active EE | $1,486 | $6,029-75.4% | $5,211-71.5% | $4,869-69.5% |
| Participant deferral / active EE | $3,580 | $6,958-48.5% | $6,282-43.0% | $5,287-32.3% |
| Admin fee / account holder | $79 | $11,765-99.3% | $9,324-99.2% | $10,132-99.2% |