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 | $78,388 | $136,307-42.5% | $106,619-26.5% | $273,961-71.4% |
| Participation rate | 85.7% | 84.8%+0.9pp | 78.0%+7.7pp | 83.0%+2.7pp |
| Annual return | 5.88% | 11.05%-5.2pp | 9.42%-3.5pp | 41.45%-35.6pp |
| Employer contribution / active EE | $1,167 | $5,190-77.5% | $3,947-70.4% | $4,869-76.0% |
| Participant deferral / active EE | $1,987 | $4,969-60.0% | $3,930-49.4% | $5,287-62.4% |
| Admin fee / account holder | $122 | $8,625-98.6% | $6,418-98.1% | $10,132-98.8% |