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 | $38,145 | $105,630-63.9% | $87,507-56.4% | $273,961-86.1% |
| Participation rate | 80.0% | 78.2%+1.8pp | 73.8%+6.2pp | 83.0%-3.0pp |
| Annual return | 5.20% | 12.25%-7.0pp | 12.21%-7.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,922 | $3,141-7.0% | $2,550+14.6% | $4,869-40.0% |
| Participant deferral / active EE | $4,144 | $3,601+15.1% | $3,149+31.6% | $5,287-21.6% |
| Admin fee / account holder | $105 | $4,781-97.8% | $4,221-97.5% | $10,132-99.0% |