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 | $39,376 | $90,503-56.5% | $78,689-50.0% | $273,961-85.6% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 6.56% | 75.60%-69.0pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,557 | $3,176+43.5% | $2,851+59.9% | $4,869-6.4% |
| Participant deferral / active EE | $7,964 | $3,901+104.1% | $3,517+126.5% | $5,287+50.6% |
| Admin fee / account holder | $82 | $5,263-98.4% | $4,510-98.2% | $10,132-99.2% |