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 | $25,717 | $90,503-71.6% | $78,689-67.3% | $273,961-90.6% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 85.79% | 75.60%+10.2pp | 62.18%+23.6pp | 41.45%+44.3pp |
| Employer contribution / active EE | $3,786 | $3,176+19.2% | $2,851+32.8% | $4,869-22.2% |
| Participant deferral / active EE | $3,506 | $3,901-10.1% | $3,517-0.3% | $5,287-33.7% |
| Admin fee / account holder | $2 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |