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 | $78,634 | $181,894-56.8% | $156,549-49.8% | $273,961-71.3% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 6.22% | 30.74%-24.5pp | 32.23%-26.0pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,871 | $6,248-70.0% | $5,501-66.0% | $4,869-61.6% |
| Participant deferral / active EE | $3,461 | $5,550-37.6% | $4,871-29.0% | $5,287-34.5% |
| Admin fee / account holder | $111 | $15,559-99.3% | $13,027-99.1% | $10,132-98.9% |