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 | $56,601 | $93,346-39.4% | $71,796-21.2% | $273,961-79.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 83.0%+4.5pp |
| Annual return | 5.07% | 130.39%-125.3pp | 78.04%-73.0pp | 41.45%-36.4pp |
| Employer contribution / active EE | $2,593 | $2,733-5.1% | $1,924+34.7% | $4,869-46.7% |
| Participant deferral / active EE | $5,954 | $3,475+71.3% | $2,794+113.1% | $5,287+12.6% |
| Admin fee / account holder | $94 | $6,571-98.6% | $4,815-98.0% | $10,132-99.1% |