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 | $38,868 | $51,708-24.8% | $106,619-63.5% | $62,891-38.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 10.37% | 4.69%+5.7pp | 9.42%+1.0pp | 20.14%-9.8pp |
| Employer contribution / active EE | $5,582 | $1,764+216.5% | $3,947+41.4% | $2,281+144.7% |
| Participant deferral / active EE | $3,352 | $2,315+44.8% | $3,930-14.7% | $3,203+4.7% |
| Admin fee / account holder | $298 | $3,349-91.1% | $6,418-95.4% | $4,296-93.1% |