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 | $32,958 | $69,977-52.9% | $108,579-69.6% | $62,891-47.6% |
| Participation rate | 74.2% | 72.9%+1.3pp | 79.6%-5.4pp | 69.3%+4.9pp |
| Annual return | 7.94% | 10.73%-2.8pp | -51.70%+59.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,081 | $2,135-2.5% | $3,758-44.6% | $2,281-8.8% |
| Participant deferral / active EE | $3,981 | $3,165+25.8% | $4,311-7.6% | $3,203+24.3% |
| Admin fee / account holder | $0 | $5,076-100.0% | $7,645-100.0% | $4,296-100.0% |