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 | $87,166-58.8% | $76,735-53.2% | $137,256-73.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 15.28% | 26.50%-11.2pp | 29.77%-14.5pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,130 | $2,904-26.6% | $2,454-13.2% | $4,156-48.7% |
| Participant deferral / active EE | $4,434 | $4,726-6.2% | $4,088+8.5% | $6,407-30.8% |
| Admin fee / account holder | $243 | $8,403-97.1% | $7,189-96.6% | $12,270-98.0% |