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 | $63,468 | $76,552-17.1% | $123,892-48.8% | $62,891+0.9% |
| Participation rate | 88.6% | 73.0%+15.6pp | 81.4%+7.2pp | 69.3%+19.3pp |
| Annual return | 6.03% | 18.68%-12.6pp | 47.52%-41.5pp | 20.14%-14.1pp |
| Employer contribution / active EE | $2,464 | $2,883-14.5% | $4,617-46.6% | $2,281+8.0% |
| Participant deferral / active EE | $5,731 | $4,840+18.4% | $5,984-4.2% | $3,203+78.9% |
| Admin fee / account holder | $79 | $4,826-98.4% | $8,357-99.1% | $4,296-98.2% |