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 | $41,472 | $93,071-55.4% | $74,583-44.4% | $273,961-84.9% |
| Participation rate | 85.0% | 74.9%+10.1pp | 68.1%+16.9pp | 83.0%+2.0pp |
| Annual return | 7.47% | 26.18%-18.7pp | 20.47%-13.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $2,349 | $3,160-25.6% | $2,525-7.0% | $4,869-51.7% |
| Participant deferral / active EE | $3,555 | $4,160-14.5% | $3,458+2.8% | $5,287-32.8% |
| Admin fee / account holder | $40 | $5,272-99.2% | $4,138-99.0% | $10,132-99.6% |