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 | $49,632 | $96,557-48.6% | $80,975-38.7% | $273,961-81.9% |
| Participation rate | 72.7% | 79.1%-6.4pp | 75.8%-3.1pp | 83.0%-10.3pp |
| Annual return | 5.85% | 15.14%-9.3pp | 17.10%-11.2pp | 41.45%-35.6pp |
| Employer contribution / active EE | $5,387 | $4,868+10.7% | $3,714+45.0% | $4,869+10.6% |
| Participant deferral / active EE | $9,840 | $6,598+49.1% | $5,696+72.7% | $5,287+86.1% |
| Admin fee / account holder | $1 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |