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 | $76,079 | $76,552-0.6% | $123,892-38.6% | $62,891+21.0% |
| Participation rate | 76.0% | 73.0%+3.0pp | 81.4%-5.4pp | 69.3%+6.7pp |
| Annual return | 6.90% | 18.68%-11.8pp | 47.52%-40.6pp | 20.14%-13.2pp |
| Employer contribution / active EE | $2,935 | $2,883+1.8% | $4,617-36.4% | $2,281+28.7% |
| Participant deferral / active EE | $5,642 | $4,840+16.6% | $5,984-5.7% | $3,203+76.2% |
| Admin fee / account holder | $103 | $4,826-97.9% | $8,357-98.8% | $4,296-97.6% |