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 | $91,208 | $181,894-49.9% | $156,549-41.7% | $273,961-66.7% |
| Participation rate | 95.5% | 88.4%+7.1pp | 84.0%+11.4pp | 83.0%+12.4pp |
| Annual return | 8.74% | 30.74%-22.0pp | 32.23%-23.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $2,670 | $6,248-57.3% | $5,501-51.5% | $4,869-45.2% |
| Participant deferral / active EE | $6,302 | $5,550+13.5% | $4,871+29.4% | $5,287+19.2% |
| Admin fee / account holder | $23 | $15,559-99.9% | $13,027-99.8% | $10,132-99.8% |