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 | $55,840 | $215,361-74.1% | $171,082-67.4% | $273,961-79.6% |
| Participation rate | 77.3% | 82.0%-4.8pp | 76.7%+0.6pp | 83.0%-5.7pp |
| Annual return | 5.67% | 25.14%-19.5pp | 32.56%-26.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,803 | $4,967-63.7% | $4,002-54.9% | $4,869-63.0% |
| Participant deferral / active EE | $5,096 | $5,543-8.1% | $4,797+6.2% | $5,287-3.6% |
| Admin fee / account holder | $229 | $10,846-97.9% | $8,520-97.3% | $10,132-97.7% |