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 | $26,765 | $65,041-58.8% | $90,951-70.6% | $79,858-66.5% |
| Participation rate | 88.6% | 61.6%+27.0pp | 69.0%+19.6pp | 69.6%+18.9pp |
| Annual return | 20.50% | 30.45%-9.9pp | 134.60%-114.1pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,758 | $1,247+121.2% | $2,122+30.0% | $2,471+11.6% |
| Participant deferral / active EE | $4,511 | $2,512+79.6% | $3,373+33.7% | $3,740+20.6% |
| Admin fee / account holder | $205 | $4,536-95.5% | $5,959-96.6% | $5,306-96.1% |