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 | $35,618 | $69,977-49.1% | $108,579-67.2% | $62,891-43.4% |
| Participation rate | 81.3% | 72.9%+8.4pp | 79.6%+1.7pp | 69.3%+11.9pp |
| Annual return | 7.76% | 10.73%-3.0pp | -51.70%+59.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,538 | $2,135-28.0% | $3,758-59.1% | $2,281-32.6% |
| Participant deferral / active EE | $2,203 | $3,165-30.4% | $4,311-48.9% | $3,203-31.2% |
| Admin fee / account holder | $219 | $5,076-95.7% | $7,645-97.1% | $4,296-94.9% |