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 | $50,493 | $153,772-67.2% | $133,980-62.3% | $273,961-81.6% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.1%+5.2pp | 83.0%+9.3pp |
| Annual return | 5.15% | 36.51%-31.4pp | 29.30%-24.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $3,554 | $6,029-41.1% | $5,211-31.8% | $4,869-27.0% |
| Participant deferral / active EE | $8,368 | $6,958+20.3% | $6,282+33.2% | $5,287+58.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |