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 | $37,088 | $181,894-79.6% | $156,549-76.3% | $273,961-86.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.29% | 30.74%-25.4pp | 32.23%-26.9pp | 41.45%-36.2pp |
| Employer contribution / active EE | $2,019 | $6,248-67.7% | $5,501-63.3% | $4,869-58.5% |
| Participant deferral / active EE | $4,918 | $5,550-11.4% | $4,871+1.0% | $5,287-7.0% |
| Admin fee / account holder | $144 | $15,559-99.1% | $13,027-98.9% | $10,132-98.6% |