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 | $54,337 | $181,894-70.1% | $156,549-65.3% | $273,961-80.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.39% | 30.74%-24.3pp | 32.23%-25.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,691 | $6,248-72.9% | $5,501-69.3% | $4,869-65.3% |
| Participant deferral / active EE | $3,223 | $5,550-41.9% | $4,871-33.8% | $5,287-39.0% |
| Admin fee / account holder | $131 | $15,559-99.2% | $13,027-99.0% | $10,132-98.7% |