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 | $36,860 | $105,630-65.1% | $87,507-57.9% | $273,961-86.5% |
| Participation rate | 87.5% | 78.2%+9.3pp | 73.8%+13.7pp | 83.0%+4.5pp |
| Annual return | 7.46% | 12.25%-4.8pp | 12.21%-4.7pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,568 | $3,141+13.6% | $2,550+39.9% | $4,869-26.7% |
| Participant deferral / active EE | $4,769 | $3,601+32.5% | $3,149+51.5% | $5,287-9.8% |
| Admin fee / account holder | $229 | $4,781-95.2% | $4,221-94.6% | $10,132-97.7% |