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 | $45,952 | $215,361-78.7% | $171,082-73.1% | $273,961-83.2% |
| Participation rate | 93.3% | 82.0%+11.3pp | 76.7%+16.6pp | 83.0%+10.3pp |
| Annual return | 4.50% | 25.14%-20.6pp | 32.56%-28.1pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,790 | $4,967-64.0% | $4,002-55.3% | $4,869-63.2% |
| Participant deferral / active EE | $2,733 | $5,543-50.7% | $4,797-43.0% | $5,287-48.3% |
| Admin fee / account holder | $46 | $10,846-99.6% | $8,520-99.5% | $10,132-99.5% |