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 | $51,279 | $181,894-71.8% | $156,549-67.2% | $273,961-81.3% |
| Participation rate | 95.0% | 88.4%+6.6pp | 84.0%+11.0pp | 83.0%+12.0pp |
| Annual return | 5.28% | 30.74%-25.5pp | 32.23%-27.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $8,123 | $6,248+30.0% | $5,501+47.7% | $4,869+66.8% |
| Participant deferral / active EE | $5,411 | $5,550-2.5% | $4,871+11.1% | $5,287+2.3% |
| Admin fee / account holder | $210 | $15,559-98.6% | $13,027-98.4% | $10,132-97.9% |