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 | $53,937 | $69,977-22.9% | $108,579-50.3% | $62,891-14.2% |
| Participation rate | 82.1% | 72.9%+9.2pp | 79.6%+2.5pp | 69.3%+12.8pp |
| Annual return | 10.50% | 10.73%-0.2pp | -51.70%+62.2pp | 20.14%-9.6pp |
| Employer contribution / active EE | $1,668 | $2,135-21.9% | $3,758-55.6% | $2,281-26.9% |
| Participant deferral / active EE | $2,745 | $3,165-13.3% | $4,311-36.3% | $3,203-14.3% |
| Admin fee / account holder | $166 | $5,076-96.7% | $7,645-97.8% | $4,296-96.1% |