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 | $37,639 | $56,897-33.8% | $84,750-55.6% | $62,891-40.2% |
| Participation rate | 72.3% | 68.5%+3.8pp | 76.6%-4.2pp | 69.3%+3.0pp |
| Annual return | 10.19% | 6.30%+3.9pp | 22.78%-12.6pp | 20.14%-10.0pp |
| Employer contribution / active EE | $2,433 | $2,400+1.4% | $3,574-31.9% | $2,281+6.7% |
| Participant deferral / active EE | $2,299 | $2,709-15.1% | $3,712-38.1% | $3,203-28.2% |
| Admin fee / account holder | $218 | $3,581-93.9% | $5,332-95.9% | $4,296-94.9% |