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 | $70,587 | $78,422-10.0% | $95,952-26.4% | $79,858-11.6% |
| Participation rate | 95.0% | 73.5%+21.5pp | 77.1%+17.9pp | 69.6%+25.4pp |
| Annual return | 12.27% | 19.37%-7.1pp | 91.61%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $2,003 | $1,945+3.0% | $2,541-21.2% | $2,471-18.9% |
| Participant deferral / active EE | $3,558 | $3,440+3.4% | $4,167-14.6% | $3,740-4.9% |
| Admin fee / account holder | $285 | $5,622-94.9% | $6,795-95.8% | $5,306-94.6% |