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 | $37,732 | $91,019-58.5% | $392,568-90.4% | $72,985-48.3% |
| Participation rate | 89.6% | 74.4%+15.2pp | 78.1%+11.5pp | 69.5%+20.1pp |
| Annual return | 17.90% | 20.00%-2.1pp | 24.42%-6.5pp | 81.00%-63.1pp |
| Employer contribution / active EE | $2,581 | $2,751-6.2% | $3,783-31.8% | $2,440+5.8% |
| Participant deferral / active EE | $5,770 | $4,570+26.3% | $5,985-3.6% | $3,607+59.9% |
| Admin fee / account holder | $293 | $4,895-94.0% | $6,260-95.3% | $5,124-94.3% |