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 | $117,880 | $211,958-44.4% | $169,463-30.4% | $135,375-12.9% |
| Participation rate | 81.8% | 82.6%-0.8pp | 77.8%+4.0pp | 82.6%-0.8pp |
| Annual return | 6.03% | 3.26%+2.8pp | 1.83%+4.2pp | 519.73%-513.7pp |
| Employer contribution / active EE | $1,148 | $5,120-77.6% | $4,159-72.4% | $4,779-76.0% |
| Participant deferral / active EE | $8,875 | $6,075+46.1% | $5,277+68.2% | $5,609+58.2% |
| Admin fee / account holder | $25 | $11,471-99.8% | $9,109-99.7% | $10,827-99.8% |