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 | $84,241 | $181,894-53.7% | $156,549-46.2% | $273,961-69.3% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 8.01% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,804 | $6,248-71.1% | $5,501-67.2% | $4,869-62.9% |
| Participant deferral / active EE | $5,875 | $5,550+5.9% | $4,871+20.6% | $5,287+11.1% |
| Admin fee / account holder | $19 | $15,559-99.9% | $13,027-99.9% | $10,132-99.8% |