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 | $50,082 | $99,341-49.6% | $84,750-40.9% | $273,961-81.7% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 8.83% | 22.93%-14.1pp | 22.78%-14.0pp | 41.45%-32.6pp |
| Employer contribution / active EE | $2,276 | $4,214-46.0% | $3,574-36.3% | $4,869-53.3% |
| Participant deferral / active EE | $5,934 | $4,269+39.0% | $3,712+59.9% | $5,287+12.2% |
| Admin fee / account holder | $175 | $6,644-97.4% | $5,332-96.7% | $10,132-98.3% |