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 | $51,487 | $54,762-6.0% | $90,281-43.0% | $72,985-29.5% |
| Participation rate | 96.2% | 65.1%+31.0pp | 73.3%+22.9pp | 69.5%+26.7pp |
| Annual return | 39.56% | 30.63%+8.9pp | 78.10%-38.5pp | 81.00%-41.4pp |
| Employer contribution / active EE | $6,863 | $2,092+228.0% | $2,854+140.4% | $2,440+181.3% |
| Participant deferral / active EE | $5,948 | $2,887+106.0% | $3,885+53.1% | $3,607+64.9% |
| Admin fee / account holder | $181 | $3,972-95.5% | $5,351-96.6% | $5,124-96.5% |