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 | $35,911 | $95,266-62.3% | $82,389-56.4% | $142,382-74.8% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 15.28% | 25.74%-10.5pp | 28.67%-13.4pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,130 | $2,991-28.8% | $2,517-15.4% | $4,299-50.4% |
| Participant deferral / active EE | $4,434 | $4,809-7.8% | $4,155+6.7% | $6,507-31.9% |
| Admin fee / account holder | $243 | $8,563-97.2% | $7,231-96.6% | $12,624-98.1% |