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 | $46,755 | $135,952-65.6% | $123,892-62.3% | $273,961-82.9% |
| Participation rate | 77.3% | 84.1%-6.8pp | 81.4%-4.1pp | 83.0%-5.7pp |
| Annual return | 15.51% | 56.63%-41.1pp | 47.52%-32.0pp | 41.45%-25.9pp |
| Employer contribution / active EE | $3,571 | $5,170-30.9% | $4,617-22.6% | $4,869-26.6% |
| Participant deferral / active EE | $6,934 | $6,343+9.3% | $5,984+15.9% | $5,287+31.2% |
| Admin fee / account holder | $6 | $9,817-99.9% | $8,357-99.9% | $10,132-99.9% |