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 | $113,343 | $163,101-30.5% | $136,749-17.1% | $142,382-20.4% |
| Participation rate | 91.7% | 78.2%+13.4pp | 72.1%+19.5pp | 80.1%+11.5pp |
| Annual return | 13.83% | 27.54%-13.7pp | 24.33%-10.5pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,896 | $4,117-29.7% | $3,400-14.8% | $4,299-32.6% |
| Participant deferral / active EE | $5,151 | $5,585-7.8% | $4,692+9.8% | $6,507-20.8% |
| Admin fee / account holder | $289 | $14,318-98.0% | $11,386-97.5% | $12,624-97.7% |