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 | $33,587 | $76,407-56.0% | $150,298-77.7% | $82,448-59.3% |
| Participation rate | 88.5% | 66.4%+22.1pp | 77.8%+10.7pp | 68.1%+20.4pp |
| Annual return | 15.07% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $4,510 | $2,614+72.5% | $4,154+8.6% | $2,551+76.8% |
| Participant deferral / active EE | $3,339 | $3,214+3.9% | $5,453-38.8% | $4,139-19.3% |
| Admin fee / account holder | $147 | $6,352-97.7% | $14,116-99.0% | $7,234-98.0% |