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 | $27,933 | $56,897-50.9% | $84,750-67.0% | $62,891-55.6% |
| Participation rate | 73.1% | 68.5%+4.5pp | 76.6%-3.5pp | 69.3%+3.8pp |
| Annual return | 8.64% | 6.30%+2.3pp | 22.78%-14.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $1,711 | $2,400-28.7% | $3,574-52.1% | $2,281-25.0% |
| Participant deferral / active EE | $3,546 | $2,709+30.9% | $3,712-4.5% | $3,203+10.7% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,332-100.0% | $4,296-100.0% |