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 | $85,238 | $215,361-60.4% | $171,082-50.2% | $273,961-68.9% |
| Participation rate | 95.0% | 82.0%+13.0pp | 76.7%+18.3pp | 83.0%+12.0pp |
| Annual return | 4.84% | 25.14%-20.3pp | 32.56%-27.7pp | 41.45%-36.6pp |
| Employer contribution / active EE | $7,559 | $4,967+52.2% | $4,002+88.9% | $4,869+55.3% |
| Participant deferral / active EE | $4,737 | $5,543-14.5% | $4,797-1.3% | $5,287-10.4% |
| Admin fee / account holder | $204 | $10,846-98.1% | $8,520-97.6% | $10,132-98.0% |