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 | $34,171 | $49,025-30.3% | $87,507-61.0% | $62,891-45.7% |
| Participation rate | 97.5% | 64.9%+32.6pp | 73.8%+23.7pp | 69.3%+28.2pp |
| Annual return | 8.40% | 10.02%-1.6pp | 12.21%-3.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,604 | $1,372+89.8% | $2,550+2.1% | $2,281+14.2% |
| Participant deferral / active EE | $4,568 | $2,289+99.5% | $3,149+45.1% | $3,203+42.6% |
| Admin fee / account holder | $233 | $4,065-94.3% | $4,221-94.5% | $4,296-94.6% |