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 | $59,117 | $88,707-33.4% | $74,183-20.3% | $273,961-78.4% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 5.61% | 11.94%-6.3pp | 17.74%-12.1pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,065 | $3,159-66.3% | $2,370-55.1% | $4,869-78.1% |
| Participant deferral / active EE | $2,306 | $4,212-45.2% | $3,550-35.0% | $5,287-56.4% |
| Admin fee / account holder | $227 | $8,717-97.4% | $5,586-95.9% | $10,132-97.8% |