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 | $61,973 | $99,341-37.6% | $84,750-26.9% | $273,961-77.4% |
| Participation rate | 81.3% | 80.7%+0.6pp | 76.6%+4.7pp | 83.0%-1.8pp |
| Annual return | 17.10% | 22.93%-5.8pp | 22.78%-5.7pp | 41.45%-24.3pp |
| Employer contribution / active EE | $1,792 | $4,214-57.5% | $3,574-49.9% | $4,869-63.2% |
| Participant deferral / active EE | $3,264 | $4,269-23.6% | $3,712-12.1% | $5,287-38.3% |
| Admin fee / account holder | $192 | $6,644-97.1% | $5,332-96.4% | $10,132-98.1% |