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 | $96,515 | $59,839+61.3% | $81,983+17.7% | $79,858+20.9% |
| Participation rate | 92.2% | 61.6%+30.5pp | 69.2%+22.9pp | 69.6%+22.5pp |
| Annual return | 37.98% | 17.56%+20.4pp | 41.31%-3.3pp | 31.71%+6.3pp |
| Employer contribution / active EE | $815 | $1,713-52.4% | $2,498-67.4% | $2,471-67.0% |
| Participant deferral / active EE | $4,227 | $2,695+56.8% | $3,722+13.6% | $3,740+13.0% |
| Admin fee / account holder | $243 | $4,287-94.3% | $5,664-95.7% | $5,306-95.4% |