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 | $110,725 | $181,894-39.1% | $156,549-29.3% | $273,961-59.6% |
| Participation rate | 95.2% | 88.4%+6.9pp | 84.0%+11.2pp | 83.0%+12.2pp |
| Annual return | 5.75% | 30.74%-25.0pp | 32.23%-26.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $7,973 | $6,248+27.6% | $5,501+44.9% | $4,869+63.8% |
| Participant deferral / active EE | $5,944 | $5,550+7.1% | $4,871+22.0% | $5,287+12.4% |
| Admin fee / account holder | $81 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |