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 | $23,489 | $96,557-75.7% | $80,975-71.0% | $273,961-91.4% |
| Participation rate | 81.8% | 79.1%+2.7pp | 75.8%+6.0pp | 83.0%-1.2pp |
| Annual return | 6.15% | 15.14%-9.0pp | 17.10%-10.9pp | 41.45%-35.3pp |
| Employer contribution / active EE | $2,195 | $4,868-54.9% | $3,714-40.9% | $4,869-54.9% |
| Participant deferral / active EE | $6,393 | $6,598-3.1% | $5,696+12.2% | $5,287+20.9% |
| Admin fee / account holder | $294 | $7,492-96.1% | $5,516-94.7% | $10,132-97.1% |