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 | $39,858 | $181,894-78.1% | $156,549-74.5% | $273,961-85.5% |
| Participation rate | 95.7% | 88.4%+7.3pp | 84.0%+11.6pp | 83.0%+12.6pp |
| Annual return | 10.81% | 30.74%-19.9pp | 32.23%-21.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $6,992 | $6,248+11.9% | $5,501+27.1% | $4,869+43.6% |
| Participant deferral / active EE | $5,963 | $5,550+7.4% | $4,871+22.4% | $5,287+12.8% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |