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 | $52,864 | $80,717-34.5% | $154,803-65.9% | $84,808-37.7% |
| Participation rate | 85.7% | 66.8%+18.9pp | 78.1%+7.6pp | 68.3%+17.4pp |
| Annual return | 19.62% | 37.96%-18.3pp | 58.88%-39.3pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,322 | $2,761+20.3% | $4,305-22.9% | $2,631+26.2% |
| Participant deferral / active EE | $4,645 | $3,303+40.6% | $5,540-16.2% | $4,212+10.3% |
| Admin fee / account holder | $242 | $6,746-96.4% | $14,329-98.3% | $7,344-96.7% |