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 | $35,448 | $135,952-73.9% | $123,892-71.4% | $273,961-87.1% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | 13.48% | 56.63%-43.1pp | 47.52%-34.0pp | 41.45%-28.0pp |
| Employer contribution / active EE | $2,977 | $5,170-42.4% | $4,617-35.5% | $4,869-38.9% |
| Participant deferral / active EE | $5,232 | $6,343-17.5% | $5,984-12.6% | $5,287-1.0% |
| Admin fee / account holder | $16 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |